Skip to content
Disclosery

Merit Financial Group, LLC: IWY position timeline

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

Merit Financial Group, LLC held 97,027 IWY 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 97,027 shares
    Change vs previous 13F -2,532 shares

    0.18% of the 13F portfolio, value $28,198,000.

    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 99,559 shares
    Change vs previous 13F +14,676 shares

    0.18% of the 13F portfolio, value $24,774,150.

    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 84,883 shares
    Change vs previous 13F +833 shares

    0.19% of the 13F portfolio, value $23,507,570.

    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 84,050 shares
    Change vs previous 13F -1,199 shares

    0.21% of the 13F portfolio, value $23,000,418.

    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 85,249 shares
    Change vs previous 13F -4,277 shares

    0.23% of the 13F portfolio, value $21,014,813.

    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 89,526 shares
    Change vs previous 13F +9,776 shares

    0.28% of the 13F portfolio, value $18,884,615.

    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 79,750 shares
    Change vs previous 13F +76,429 shares

    0.34% of the 13F portfolio, value $18,762,783.

    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 3,321 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $730,786.

    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).