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Merit Financial Group, LLC: IUSG position timeline

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

Merit Financial Group, LLC held 2,092,449 IUSG 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 2,092,449 shares
    Change vs previous 13F +138,217 shares

    2.45% of the 13F portfolio, value $393,568,800.

    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 1,954,232 shares
    Change vs previous 13F +327,780 shares

    2.25% of the 13F portfolio, value $303,120,868.

    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 1,626,452 shares
    Change vs previous 13F +214,255 shares

    2.19% of the 13F portfolio, value $273,146,432.

    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 1,412,197 shares
    Change vs previous 13F -127,378 shares

    2.14% of the 13F portfolio, value $232,362,769.

    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 1,539,575 shares
    Change vs previous 13F +418,656 shares

    2.58% of the 13F portfolio, value $231,552,066.

    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 1,120,919 shares
    Change vs previous 13F +597,055 shares

    2.14% of the 13F portfolio, value $142,446,373.

    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 523,864 shares
    Change vs previous 13F +39,493 shares

    1.31% of the 13F portfolio, value $73,000,416.

    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 484,371 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $63,893,422.

    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).