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Merit Financial Group, LLC: ITOT position timeline

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

Merit Financial Group, LLC held 101,296 ITOT 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 101,296 shares
    Change vs previous 13F +35 shares

    0.1% of the 13F portfolio, value $16,639,854.

    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 101,261 shares
    Change vs previous 13F -2,688 shares

    0.11% of the 13F portfolio, value $14,422,636.

    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 103,949 shares
    Change vs previous 13F +21,162 shares

    0.12% of the 13F portfolio, value $15,456,200.

    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 82,787 shares
    Change vs previous 13F +809 shares

    0.11% of the 13F portfolio, value $12,057,932.

    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 81,978 shares
    Change vs previous 13F +38,988 shares

    0.12% of the 13F portfolio, value $11,070,248.

    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 42,990 shares
    Change vs previous 13F +6,870 shares

    0.08% of the 13F portfolio, value $5,245,238.

    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 36,120 shares
    Change vs previous 13F +10,105 shares

    0.08% of the 13F portfolio, value $4,645,740.

    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 26,015 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,268,062.

    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).