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Disclosery

Merit Financial Group, LLC: IWP position timeline

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

Merit Financial Group, LLC held 48,429 IWP 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 48,429 shares
    Change vs previous 13F +16,331 shares

    0.04% of the 13F portfolio, value $7,090,491.

    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 32,098 shares
    Change vs previous 13F -6,266 shares

    0.03% of the 13F portfolio, value $4,112,359.

    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 38,364 shares
    Change vs previous 13F +25,291 shares

    0.04% of the 13F portfolio, value $5,253,595.

    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 13,073 shares
    Change vs previous 13F -343 shares

    0.02% of the 13F portfolio, value $1,861,735.

    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 13,416 shares
    Change vs previous 13F -7,007 shares

    0.02% of the 13F portfolio, value $1,860,568.

    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 20,423 shares
    Change vs previous 13F -358 shares

    0.04% of the 13F portfolio, value $2,399,511.

    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 20,781 shares
    Change vs previous 13F +18,802 shares

    0.05% of the 13F portfolio, value $2,633,979.

    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 1,979 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,174.

    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).