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Disclosery

Merit Financial Group, LLC: KD position timeline

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

Merit Financial Group, LLC held 48,531 KD 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 48,531 shares
    Change vs previous 13F +21,852 shares

    <0.01% of the 13F portfolio, value $548,886.

    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 26,679 shares
    Change vs previous 13F +3,901 shares

    <0.01% of the 13F portfolio, value $350,028.

    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 22,778 shares
    Change vs previous 13F -2,357 shares

    <0.01% of the 13F portfolio, value $604,984.

    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 25,135 shares
    Change vs previous 13F +14,660 shares

    0.01% of the 13F portfolio, value $754,805.

    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 10,475 shares
    Change vs previous 13F -946 shares

    <0.01% of the 13F portfolio, value $439,510.

    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 11,421 shares
    Change vs previous 13F +1,963 shares

    0.01% of the 13F portfolio, value $358,619.

    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 9,458 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $327,230.

    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).