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Merit Financial Group, LLC: LLY position timeline

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

Merit Financial Group, LLC held 45,883 LLY 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 45,883 shares
    Change vs previous 13F +2,324 shares

    0.34% of the 13F portfolio, value $55,033,461.

    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 43,559 shares
    Change vs previous 13F +5,525 shares

    0.3% of the 13F portfolio, value $40,063,728.

    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 38,034 shares
    Change vs previous 13F +3,565 shares

    0.33% of the 13F portfolio, value $40,874,662.

    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 34,469 shares
    Change vs previous 13F +2,039 shares

    0.24% of the 13F portfolio, value $26,299,068.

    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 32,430 shares
    Change vs previous 13F +7,127 shares

    0.28% of the 13F portfolio, value $25,280,543.

    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 25,303 shares
    Change vs previous 13F +4,752 shares

    0.31% of the 13F portfolio, value $20,898,200.

    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 20,551 shares
    Change vs previous 13F +6,307 shares

    0.29% of the 13F portfolio, value $15,865,497.

    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 14,244 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $12,619,175.

    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).