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Merit Financial Group, LLC: IVV position timeline

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

Merit Financial Group, LLC held 353,499 IVV 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 353,499 shares
    Change vs previous 13F +32,223 shares

    1.64% of the 13F portfolio, value $264,731,608.

    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 321,276 shares
    Change vs previous 13F +32,694 shares

    1.56% of the 13F portfolio, value $209,860,854.

    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 288,582 shares
    Change vs previous 13F +24,584 shares

    1.59% of the 13F portfolio, value $197,661,293.

    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 263,998 shares
    Change vs previous 13F +10,043 shares

    1.62% of the 13F portfolio, value $176,693,652.

    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 253,955 shares
    Change vs previous 13F -10,962 shares

    1.76% of the 13F portfolio, value $157,680,929.

    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 264,917 shares
    Change vs previous 13F +52,069 shares

    2.23% of the 13F portfolio, value $148,856,758.

    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 212,848 shares
    Change vs previous 13F +36,338 shares

    2.25% of the 13F portfolio, value $125,299,337.

    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 176,510 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $101,814,417.

    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).