Skip to content
Disclosery

Merit Financial Group, LLC: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on ITA, newest first. How the timeline and the estimate are built.

Merit Financial Group, LLC held 42,992 ITA shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 42,992 shares
    Change vs previous 13F -172 shares

    0.06% of the 13F portfolio, value $10,422,121.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,164 shares
    Change vs previous 13F -8,490 shares

    0.07% of the 13F portfolio, value $9,442,213.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,654 shares
    Change vs previous 13F +7,256 shares

    0.09% of the 13F portfolio, value $11,089,477.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 44,398 shares
    Change vs previous 13F +14,705 shares

    0.09% of the 13F portfolio, value $9,290,608.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,693 shares
    Change vs previous 13F +4,111 shares

    0.06% of the 13F portfolio, value $5,601,249.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,582 shares
    Change vs previous 13F +4,098 shares

    0.06% of the 13F portfolio, value $3,916,584.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,484 shares
    Change vs previous 13F +1,840 shares

    0.06% of the 13F portfolio, value $3,122,684.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,644 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,939,544.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).