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Disclosery

Merit Financial Group, LLC: IWR position timeline

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

Merit Financial Group, LLC held 21,256 IWR 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 21,256 shares
    Change vs previous 13F -1,004 shares

    0.01% of the 13F portfolio, value $2,344,908.

    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 22,260 shares
    Change vs previous 13F -3,825 shares

    0.02% of the 13F portfolio, value $2,164,392.

    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 26,085 shares
    Change vs previous 13F +2,689 shares

    0.02% of the 13F portfolio, value $2,511,195.

    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 23,396 shares
    Change vs previous 13F -5,767 shares

    0.02% of the 13F portfolio, value $2,258,829.

    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 29,163 shares
    Change vs previous 13F -9,431 shares

    0.03% of the 13F portfolio, value $2,682,156.

    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 38,594 shares
    Change vs previous 13F -7,353 shares

    0.05% of the 13F portfolio, value $3,283,171.

    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 45,947 shares
    Change vs previous 13F +15,245 shares

    0.07% of the 13F portfolio, value $4,061,758.

    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 30,702 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,706,107.

    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).