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Disclosery

Merit Financial Group, LLC: LDEM position timeline

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

Merit Financial Group, LLC held 7,316 LDEM 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 7,316 shares
    Change vs previous 13F -733 shares

    <0.01% of the 13F portfolio, value $441,276.

    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 8,049 shares
    Change vs previous 13F -2,725 shares

    <0.01% of the 13F portfolio, value $466,530.

    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 10,774 shares
    Change vs previous 13F -1,038 shares

    0.01% of the 13F portfolio, value $626,054.

    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 11,812 shares
    Change vs previous 13F -1,852 shares

    0.01% of the 13F portfolio, value $696,113.

    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 13,664 shares
    Change vs previous 13F -1,670 shares

    0.01% of the 13F portfolio, value $737,011.

    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 15,334 shares
    Change vs previous 13F -7,162 shares

    0.01% of the 13F portfolio, value $747,082.

    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 22,496 shares
    Change vs previous 13F +1,236 shares

    0.02% of the 13F portfolio, value $1,020,638.

    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 21,260 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,069,824.

    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).