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Merit Financial Group, LLC: IUSV position timeline

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

Merit Financial Group, LLC held 2,976,786 IUSV 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 2,976,786 shares
    Change vs previous 13F +187,880 shares

    2.04% of the 13F portfolio, value $327,892,971.

    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 2,788,906 shares
    Change vs previous 13F +193,997 shares

    2.12% of the 13F portfolio, value $285,165,568.

    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 2,594,909 shares
    Change vs previous 13F +251,417 shares

    2.14% of the 13F portfolio, value $266,081,987.

    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 2,343,492 shares
    Change vs previous 13F +55,005 shares

    2.15% of the 13F portfolio, value $234,232,088.

    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 2,288,487 shares
    Change vs previous 13F -120,976 shares

    2.42% of the 13F portfolio, value $216,559,494.

    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 2,409,463 shares
    Change vs previous 13F +606,410 shares

    3.33% of the 13F portfolio, value $222,369,369.

    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 1,803,053 shares
    Change vs previous 13F -563,545 shares

    3% of the 13F portfolio, value $166,944,711.

    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 2,366,598 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $225,986,469.

    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).