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Disclosery

Merit Financial Group, LLC: IWL position timeline

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

Merit Financial Group, LLC held 41,699 IWL 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 41,699 shares
    Change vs previous 13F +449 shares

    0.05% of the 13F portfolio, value $7,712,230.

    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 41,250 shares
    Change vs previous 13F -243 shares

    0.05% of the 13F portfolio, value $6,619,742.

    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 41,493 shares
    Change vs previous 13F +807 shares

    0.06% of the 13F portfolio, value $7,079,951.

    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 40,686 shares
    Change vs previous 13F +2,772 shares

    0.06% of the 13F portfolio, value $6,757,945.

    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 37,914 shares
    Change vs previous 13F -36,085 shares

    0.06% of the 13F portfolio, value $5,805,392.

    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 73,999 shares
    Change vs previous 13F +11,948 shares

    0.15% of the 13F portfolio, value $10,168,203.

    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 62,051 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,979,400.

    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).