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Disclosery

Merit Financial Group, LLC: IVE position timeline

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

Merit Financial Group, LLC held 90,951 IVE 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 90,951 shares
    Change vs previous 13F -10,418 shares

    0.13% of the 13F portfolio, value $20,651,342.

    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 101,369 shares
    Change vs previous 13F -1,842 shares

    0.16% of the 13F portfolio, value $21,404,062.

    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 103,211 shares
    Change vs previous 13F +16,609 shares

    0.18% of the 13F portfolio, value $21,887,957.

    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 86,602 shares
    Change vs previous 13F +3,252 shares

    0.16% of the 13F portfolio, value $17,884,169.

    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 83,350 shares
    Change vs previous 13F +7,138 shares

    0.18% of the 13F portfolio, value $16,288,305.

    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 76,212 shares
    Change vs previous 13F +1,828 shares

    0.22% of the 13F portfolio, value $14,524,538.

    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 74,384 shares
    Change vs previous 13F +40,970 shares

    0.26% of the 13F portfolio, value $14,198,343.

    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 33,414 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,588,196.

    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).