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Disclosery

Merit Financial Group, LLC: IWS position timeline

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

Merit Financial Group, LLC held 10,693 IWS 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 10,693 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $1,760,134.

    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 10,420 shares
    Change vs previous 13F -3,955 shares

    0.01% of the 13F portfolio, value $1,518,605.

    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 14,375 shares
    Change vs previous 13F +1,069 shares

    0.02% of the 13F portfolio, value $2,027,548.

    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 13,306 shares
    Change vs previous 13F -915 shares

    0.02% of the 13F portfolio, value $1,858,381.

    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 14,221 shares
    Change vs previous 13F -5,600 shares

    0.02% of the 13F portfolio, value $1,879,158.

    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 19,821 shares
    Change vs previous 13F -1,342 shares

    0.04% of the 13F portfolio, value $2,496,826.

    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 21,163 shares
    Change vs previous 13F +18,801 shares

    0.05% of the 13F portfolio, value $2,737,263.

    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 2,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $312,327.

    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).