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Merit Financial Group, LLC: ITW position timeline

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

Merit Financial Group, LLC held 40,725 ITW 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 40,725 shares
    Change vs previous 13F +1,710 shares

    0.07% of the 13F portfolio, value $11,014,721.

    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 39,015 shares
    Change vs previous 13F +5,621 shares

    0.08% of the 13F portfolio, value $10,155,299.

    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 33,394 shares
    Change vs previous 13F +251 shares

    0.07% of the 13F portfolio, value $8,225,115.

    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 33,143 shares
    Change vs previous 13F +468 shares

    0.08% of the 13F portfolio, value $8,642,325.

    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 32,675 shares
    Change vs previous 13F +23,291 shares

    0.09% of the 13F portfolio, value $8,078,938.

    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 9,384 shares
    Change vs previous 13F +1,142 shares

    0.03% of the 13F portfolio, value $2,327,369.

    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 8,242 shares
    Change vs previous 13F +1,509 shares

    0.04% of the 13F portfolio, value $2,089,823.

    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 6,733 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,764,634.

    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).