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Disclosery

Merit Financial Group, LLC: IUS position timeline

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

Merit Financial Group, LLC held 246,487 IUS 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 246,487 shares
    Change vs previous 13F +1,644 shares

    0.1% of the 13F portfolio, value $16,164,605.

    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 244,843 shares
    Change vs previous 13F +4,965 shares

    0.11% of the 13F portfolio, value $14,179,817.

    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 239,878 shares
    Change vs previous 13F -1,980 shares

    0.11% of the 13F portfolio, value $13,711,499.

    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 241,858 shares
    Change vs previous 13F +5,238 shares

    0.12% of the 13F portfolio, value $13,352,956.

    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 236,620 shares
    Change vs previous 13F -6,738 shares

    0.14% of the 13F portfolio, value $12,185,937.

    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 243,358 shares
    Change vs previous 13F -42,691 shares

    0.18% of the 13F portfolio, value $12,012,165.

    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 286,049 shares
    Change vs previous 13F +70,227 shares

    0.26% of the 13F portfolio, value $14,208,047.

    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 215,822 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,855,836.

    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).