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Merit Financial Group, LLC: IYG position timeline

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

Merit Financial Group, LLC held 43,756 IYG 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 43,756 shares
    Change vs previous 13F -1,223 shares

    0.02% of the 13F portfolio, value $3,958,575.

    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 44,979 shares
    Change vs previous 13F +12,885 shares

    0.03% of the 13F portfolio, value $3,726,042.

    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 32,094 shares
    Change vs previous 13F -320 shares

    0.02% of the 13F portfolio, value $2,960,693.

    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 32,414 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $2,905,574.

    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 32,405 shares
    Change vs previous 13F +4,733 shares

    0.03% of the 13F portfolio, value $2,773,905.

    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 27,672 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,173,636.

    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 27,672 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,153,158.

    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 27,672 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,965,265.

    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).