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Disclosery

Merit Financial Group, LLC: JCI position timeline

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

Merit Financial Group, LLC held 67,840 JCI 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 67,840 shares
    Change vs previous 13F +5,424 shares

    0.06% of the 13F portfolio, value $9,911,991.

    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 62,416 shares
    Change vs previous 13F +6,379 shares

    0.06% of the 13F portfolio, value $8,173,380.

    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 56,037 shares
    Change vs previous 13F +1,288 shares

    0.05% of the 13F portfolio, value $6,710,353.

    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 54,749 shares
    Change vs previous 13F -1,035 shares

    0.06% of the 13F portfolio, value $6,019,631.

    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 55,784 shares
    Change vs previous 13F +14,555 shares

    0.07% of the 13F portfolio, value $5,891,882.

    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 41,229 shares
    Change vs previous 13F +28,266 shares

    0.05% of the 13F portfolio, value $3,302,857.

    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 12,963 shares
    Change vs previous 13F +10,344 shares

    0.02% of the 13F portfolio, value $1,023,197.

    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 2,619 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,271.

    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).