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Merit Financial Group, LLC: LCTU position timeline

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

Merit Financial Group, LLC held 55,958 LCTU 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 55,958 shares
    Change vs previous 13F +2,964 shares

    0.03% of the 13F portfolio, value $4,485,560.

    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 52,994 shares
    Change vs previous 13F +8,771 shares

    0.03% of the 13F portfolio, value $3,716,837.

    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 44,223 shares
    Change vs previous 13F +10,348 shares

    0.03% of the 13F portfolio, value $3,276,513.

    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 33,875 shares
    Change vs previous 13F +2,503 shares

    0.02% of the 13F portfolio, value $2,458,569.

    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 31,372 shares
    Change vs previous 13F +10,589 shares

    0.02% of the 13F portfolio, value $2,110,427.

    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 20,783 shares
    Change vs previous 13F +16,688 shares

    0.02% of the 13F portfolio, value $1,259,532.

    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 4,095 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,258.

    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).