Skip to content
Disclosery

Merit Financial Group, LLC: IWO position timeline

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

Merit Financial Group, LLC held 9,697 IWO 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 9,697 shares
    Change vs previous 13F -334 shares

    0.02% of the 13F portfolio, value $3,820,006.

    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 10,031 shares
    Change vs previous 13F +3,619 shares

    0.02% of the 13F portfolio, value $3,148,113.

    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 6,412 shares
    Change vs previous 13F +496 shares

    0.02% of the 13F portfolio, value $2,071,345.

    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 5,916 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $1,893,397.

    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 5,940 shares
    Change vs previous 13F +1,923 shares

    0.02% of the 13F portfolio, value $1,698,098.

    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 4,017 shares
    Change vs previous 13F +838 shares

    0.02% of the 13F portfolio, value $1,026,465.

    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 3,179 shares
    Change vs previous 13F +1,998 shares

    0.02% of the 13F portfolio, value $914,855.

    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 1,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,480.

    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).