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Disclosery

Merit Financial Group, LLC: KO position timeline

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

Merit Financial Group, LLC held 353,665 KO 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 353,665 shares
    Change vs previous 13F +8,131 shares

    0.18% of the 13F portfolio, value $28,742,201.

    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 345,534 shares
    Change vs previous 13F +113,845 shares

    0.2% of the 13F portfolio, value $26,277,907.

    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 231,689 shares
    Change vs previous 13F +25,068 shares

    0.13% of the 13F portfolio, value $16,197,485.

    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 206,621 shares
    Change vs previous 13F +7,362 shares

    0.13% of the 13F portfolio, value $13,703,059.

    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 199,259 shares
    Change vs previous 13F +82,550 shares

    0.16% of the 13F portfolio, value $14,097,540.

    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 116,709 shares
    Change vs previous 13F +16,916 shares

    0.13% of the 13F portfolio, value $8,358,710.

    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 99,793 shares
    Change vs previous 13F +10,632 shares

    0.11% of the 13F portfolio, value $6,213,096.

    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 89,161 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,407,108.

    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).