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Merit Financial Group, LLC: KRE position timeline

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

Merit Financial Group, LLC held 27,236 KRE 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 27,236 shares
    Change vs previous 13F +105 shares

    0.01% of the 13F portfolio, value $2,038,611.

    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 27,131 shares
    Change vs previous 13F +4,860 shares

    0.01% of the 13F portfolio, value $1,767,554.

    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 22,271 shares
    Change vs previous 13F +17,107 shares

    0.01% of the 13F portfolio, value $1,443,378.

    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 5,164 shares
    Change vs previous 13F -14,081 shares

    <0.01% of the 13F portfolio, value $326,851.

    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 19,245 shares
    Change vs previous 13F -497 shares

    0.01% of the 13F portfolio, value $1,142,948.

    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 19,742 shares
    Change vs previous 13F -3,484 shares

    0.02% of the 13F portfolio, value $1,122,329.

    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 23,226 shares
    Change vs previous 13F -551 shares

    0.03% of the 13F portfolio, value $1,401,674.

    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 23,777 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,345,762.

    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).