Skip to content
Disclosery

Merit Financial Group, LLC: IVZ position timeline

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

Merit Financial Group, LLC held 77,674 IVZ 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 77,674 shares
    Change vs previous 13F +28,293 shares

    0.01% of the 13F portfolio, value $2,049,833.

    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 49,381 shares
    Change vs previous 13F +9,030 shares

    0.01% of the 13F portfolio, value $1,199,466.

    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 40,351 shares
    Change vs previous 13F +16,618 shares

    0.01% of the 13F portfolio, value $1,060,024.

    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 23,733 shares
    Change vs previous 13F +4,620 shares

    0.01% of the 13F portfolio, value $544,448.

    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 19,113 shares
    Change vs previous 13F -33,369 shares

    <0.01% of the 13F portfolio, value $301,416.

    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 52,482 shares
    Change vs previous 13F +15,201 shares

    0.01% of the 13F portfolio, value $796,147.

    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 37,281 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $651,663.

    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).