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Disclosery

Merit Financial Group, LLC: IWB position timeline

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

Merit Financial Group, LLC held 28,829 IWB 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 28,829 shares
    Change vs previous 13F -5 shares

    0.07% of the 13F portfolio, value $11,805,583.

    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 28,834 shares
    Change vs previous 13F -1,995 shares

    0.08% of the 13F portfolio, value $10,281,265.

    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 30,829 shares
    Change vs previous 13F +4,100 shares

    0.09% of the 13F portfolio, value $11,512,521.

    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 26,729 shares
    Change vs previous 13F -1,628 shares

    0.09% of the 13F portfolio, value $9,769,108.

    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 28,357 shares
    Change vs previous 13F +791 shares

    0.11% of the 13F portfolio, value $9,629,355.

    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 27,566 shares
    Change vs previous 13F -778 shares

    0.13% of the 13F portfolio, value $8,455,740.

    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 28,344 shares
    Change vs previous 13F +19,243 shares

    0.16% of the 13F portfolio, value $9,131,436.

    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 9,101 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,861,276.

    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).