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Disclosery

Merit Financial Group, LLC: IWD position timeline

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

Merit Financial Group, LLC held 24,782 IWD 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 24,782 shares
    Change vs previous 13F -106 shares

    0.04% of the 13F portfolio, value $6,007,833.

    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 24,888 shares
    Change vs previous 13F +4,506 shares

    0.04% of the 13F portfolio, value $5,317,838.

    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 20,382 shares
    Change vs previous 13F +3,434 shares

    0.03% of the 13F portfolio, value $4,287,077.

    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 16,948 shares
    Change vs previous 13F -394 shares

    0.03% of the 13F portfolio, value $3,450,394.

    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 17,342 shares
    Change vs previous 13F -2,784 shares

    0.04% of the 13F portfolio, value $3,368,334.

    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 20,126 shares
    Change vs previous 13F -531 shares

    0.06% of the 13F portfolio, value $3,786,958.

    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 20,657 shares
    Change vs previous 13F +12,422 shares

    0.07% of the 13F portfolio, value $3,824,230.

    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 8,235 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,562,919.

    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).