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Merit Financial Group, LLC: LGLV position timeline

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

Merit Financial Group, LLC held 1,734 LGLV 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 1,734 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $314,652.

    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 1,828 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $325,514.

    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 1,878 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $329,720.

    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 1,884 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $335,653.

    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 1,967 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $343,458.

    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 1,978 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $344,251.

    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 1,755 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $289,962.

    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 1,816 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,330.

    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).