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Merit Financial Group, LLC: IVW position timeline

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

Merit Financial Group, LLC held 236,673 IVW 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 236,673 shares
    Change vs previous 13F -3,710 shares

    0.2% of the 13F portfolio, value $32,549,652.

    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 240,383 shares
    Change vs previous 13F +3,664 shares

    0.2% of the 13F portfolio, value $27,189,689.

    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 236,719 shares
    Change vs previous 13F +1,634 shares

    0.23% of the 13F portfolio, value $29,177,923.

    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 235,085 shares
    Change vs previous 13F +4,680 shares

    0.26% of the 13F portfolio, value $28,379,467.

    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 230,405 shares
    Change vs previous 13F +7,811 shares

    0.28% of the 13F portfolio, value $25,367,608.

    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 222,594 shares
    Change vs previous 13F -57,406 shares

    0.31% of the 13F portfolio, value $20,663,440.

    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 280,000 shares
    Change vs previous 13F +133,236 shares

    0.51% of the 13F portfolio, value $28,428,381.

    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 146,764 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $14,052,679.

    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).