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Merit Financial Group, LLC: JMEE position timeline

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

Merit Financial Group, LLC held 23,839 JMEE 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 23,839 shares
    Change vs previous 13F -379 shares

    0.01% of the 13F portfolio, value $1,860,141.

    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 24,218 shares
    Change vs previous 13F -1,200 shares

    0.01% of the 13F portfolio, value $1,617,018.

    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 25,418 shares
    Change vs previous 13F -6,026 shares

    0.01% of the 13F portfolio, value $1,636,413.

    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 31,444 shares
    Change vs previous 13F -2,829 shares

    0.02% of the 13F portfolio, value $1,994,490.

    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 34,273 shares
    Change vs previous 13F -2,648 shares

    0.02% of the 13F portfolio, value $2,029,301.

    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 36,921 shares
    Change vs previous 13F +3,582 shares

    0.03% of the 13F portfolio, value $2,066,835.

    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 33,339 shares
    Change vs previous 13F +19,394 shares

    0.04% of the 13F portfolio, value $2,016,006.

    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 13,945 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $850,087.

    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).