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Merit Financial Group, LLC: JMBS position timeline

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

Merit Financial Group, LLC held 8,815 JMBS 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 8,815 shares
    Change vs previous 13F -306 shares

    <0.01% of the 13F portfolio, value $396,573.

    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 9,121 shares
    Change vs previous 13F -8,559 shares

    <0.01% of the 13F portfolio, value $412,107.

    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 17,680 shares
    Change vs previous 13F -1,695 shares

    0.01% of the 13F portfolio, value $807,815.

    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 19,375 shares
    Change vs previous 13F -16,886 shares

    0.01% of the 13F portfolio, value $884,887.

    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 36,261 shares
    Change vs previous 13F -32,302 shares

    0.02% of the 13F portfolio, value $1,633,548.

    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 68,563 shares
    Change vs previous 13F -189,429 shares

    0.05% of the 13F portfolio, value $3,099,064.

    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 257,992 shares
    Change vs previous 13F -3,099 shares

    0.2% of the 13F portfolio, value $11,398,092.

    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 261,091 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,179,909.

    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).