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Merit Financial Group, LLC: KLAC position timeline

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

Merit Financial Group, LLC held 87,377 KLAC 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 87,377 shares
    Change vs previous 13F +78,560 shares

    0.16% of the 13F portfolio, value $26,362,869.

    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 8,817 shares
    Change vs previous 13F +604 shares

    0.1% of the 13F portfolio, value $12,982,559.

    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 8,213 shares
    Change vs previous 13F +586 shares

    0.08% of the 13F portfolio, value $9,979,794.

    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 7,627 shares
    Change vs previous 13F -225 shares

    0.08% of the 13F portfolio, value $8,226,294.

    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 7,852 shares
    Change vs previous 13F +5,516 shares

    0.08% of the 13F portfolio, value $7,033,478.

    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 2,336 shares
    Change vs previous 13F +367 shares

    0.02% of the 13F portfolio, value $1,587,705.

    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 1,969 shares
    Change vs previous 13F +559 shares

    0.02% of the 13F portfolio, value $1,240,677.

    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 1,410 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,091,950.

    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).