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Disclosery

Merit Financial Group, LLC: IYW position timeline

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

Merit Financial Group, LLC held 83,644 IYW 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 83,644 shares
    Change vs previous 13F -988 shares

    0.13% of the 13F portfolio, value $21,097,594.

    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 84,632 shares
    Change vs previous 13F -12,033 shares

    0.11% of the 13F portfolio, value $15,353,928.

    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 96,665 shares
    Change vs previous 13F -8,472 shares

    0.15% of the 13F portfolio, value $19,302,081.

    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 105,137 shares
    Change vs previous 13F -135,034 shares

    0.19% of the 13F portfolio, value $20,592,154.

    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 240,171 shares
    Change vs previous 13F +33,769 shares

    0.46% of the 13F portfolio, value $41,614,354.

    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 206,402 shares
    Change vs previous 13F +123,005 shares

    0.43% of the 13F portfolio, value $28,987,088.

    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 83,397 shares
    Change vs previous 13F +40,305 shares

    0.24% of the 13F portfolio, value $13,303,434.

    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 43,092 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,533,549.

    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).