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Merit Financial Group, LLC: JAAA position timeline

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

Merit Financial Group, LLC held 1,696,203 JAAA 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 1,696,203 shares
    Change vs previous 13F +38,751 shares

    0.53% of the 13F portfolio, value $85,641,313.

    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 1,657,452 shares
    Change vs previous 13F +78,982 shares

    0.62% of the 13F portfolio, value $83,485,851.

    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 1,578,470 shares
    Change vs previous 13F +86,376 shares

    0.64% of the 13F portfolio, value $79,838,992.

    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 1,492,094 shares
    Change vs previous 13F +639,795 shares

    0.7% of the 13F portfolio, value $75,768,524.

    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 852,299 shares
    Change vs previous 13F +139,581 shares

    0.48% of the 13F portfolio, value $43,254,197.

    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 712,718 shares
    Change vs previous 13F +534,467 shares

    0.54% of the 13F portfolio, value $36,141,928.

    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 178,251 shares
    Change vs previous 13F +28,889 shares

    0.16% of the 13F portfolio, value $9,039,118.

    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 149,362 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,599,549.

    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).