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Disclosery

Merit Financial Group, LLC: IWN position timeline

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

Merit Financial Group, LLC held 19,061 IWN 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 19,061 shares
    Change vs previous 13F -63 shares

    0.03% of the 13F portfolio, value $4,216,364.

    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 19,124 shares
    Change vs previous 13F +8,142 shares

    0.03% of the 13F portfolio, value $3,625,816.

    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 10,982 shares
    Change vs previous 13F +1,406 shares

    0.02% of the 13F portfolio, value $1,990,147.

    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 9,576 shares
    Change vs previous 13F -202 shares

    0.02% of the 13F portfolio, value $1,693,135.

    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 9,778 shares
    Change vs previous 13F +1,669 shares

    0.02% of the 13F portfolio, value $1,542,578.

    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 8,109 shares
    Change vs previous 13F +1,827 shares

    0.02% of the 13F portfolio, value $1,224,335.

    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 6,282 shares
    Change vs previous 13F +4,836 shares

    0.02% of the 13F portfolio, value $1,031,273.

    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 1,446 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $241,175.

    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).