Skip to content
Disclosery

Merit Financial Group, LLC: IUSB position timeline

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

Merit Financial Group, LLC held 491,505 IUSB 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 491,505 shares
    Change vs previous 13F +75,364 shares

    0.14% of the 13F portfolio, value $22,682,935.

    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 416,141 shares
    Change vs previous 13F -88,967 shares

    0.14% of the 13F portfolio, value $19,221,573.

    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 505,108 shares
    Change vs previous 13F +192,575 shares

    0.19% of the 13F portfolio, value $23,507,729.

    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 312,533 shares
    Change vs previous 13F -41,903 shares

    0.13% of the 13F portfolio, value $14,598,395.

    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 354,436 shares
    Change vs previous 13F +5,463 shares

    0.18% of the 13F portfolio, value $16,385,579.

    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 348,973 shares
    Change vs previous 13F -117,844 shares

    0.24% of the 13F portfolio, value $16,080,691.

    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 466,817 shares
    Change vs previous 13F +175,200 shares

    0.38% of the 13F portfolio, value $21,100,108.

    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 291,617 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $13,740,973.

    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).