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Disclosery

Merit Financial Group, LLC: IWF position timeline

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

Merit Financial Group, LLC held 174,053 IWF 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 174,053 shares
    Change vs previous 13F +122,732 shares

    0.13% of the 13F portfolio, value $21,612,196.

    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 51,321 shares
    Change vs previous 13F +7,216 shares

    0.16% of the 13F portfolio, value $21,883,101.

    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 44,105 shares
    Change vs previous 13F +27,920 shares

    0.17% of the 13F portfolio, value $20,874,609.

    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 16,185 shares
    Change vs previous 13F -1,060 shares

    0.07% of the 13F portfolio, value $7,581,431.

    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 17,245 shares
    Change vs previous 13F +602 shares

    0.08% of the 13F portfolio, value $7,321,993.

    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 16,643 shares
    Change vs previous 13F +4,229 shares

    0.09% of the 13F portfolio, value $6,009,586.

    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 12,414 shares
    Change vs previous 13F +5,122 shares

    0.09% of the 13F portfolio, value $4,985,299.

    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 7,292 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,737,439.

    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).