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Disclosery

Merit Financial Group, LLC: LPLA position timeline

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

Merit Financial Group, LLC held 4,730 LPLA 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 4,730 shares
    Change vs previous 13F +108 shares

    0.01% of the 13F portfolio, value $1,332,538.

    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 4,622 shares
    Change vs previous 13F -39 shares

    0.01% of the 13F portfolio, value $1,390,363.

    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 4,661 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $1,664,698.

    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 4,652 shares
    Change vs previous 13F +931 shares

    0.01% of the 13F portfolio, value $1,547,548.

    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 3,721 shares
    Change vs previous 13F +380 shares

    0.02% of the 13F portfolio, value $1,395,276.

    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 3,341 shares
    Change vs previous 13F +2,209 shares

    0.02% of the 13F portfolio, value $1,093,126.

    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 1,132 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $369,720.

    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 1,082 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,721.

    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).