Skip to content
Disclosery

Merit Financial Group, LLC: LII position timeline

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

Merit Financial Group, LLC held 1,666 LII 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 1,666 shares
    Change vs previous 13F +870 shares

    0.01% of the 13F portfolio, value $954,700.

    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 796 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $369,449.

    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 652 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $316,598.

    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 858 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $454,251.

    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 461 shares
    Change vs previous 13F +96 shares

    <0.01% of the 13F portfolio, value $264,321.

    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 365 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,720.

    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).