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Merit Financial Group, LLC: LQD position timeline

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

Merit Financial Group, LLC held 181,185 LQD 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 181,185 shares
    Change vs previous 13F +14,224 shares

    0.12% of the 13F portfolio, value $19,761,807.

    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 166,961 shares
    Change vs previous 13F +117,551 shares

    0.14% of the 13F portfolio, value $18,197,103.

    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 49,410 shares
    Change vs previous 13F +29,855 shares

    0.04% of the 13F portfolio, value $5,444,472.

    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 19,555 shares
    Change vs previous 13F -299 shares

    0.02% of the 13F portfolio, value $2,179,834.

    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 19,854 shares
    Change vs previous 13F +13,172 shares

    0.02% of the 13F portfolio, value $2,176,169.

    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 6,682 shares
    Change vs previous 13F -949 shares

    0.01% of the 13F portfolio, value $726,301.

    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 7,631 shares
    Change vs previous 13F -1,182 shares

    0.01% of the 13F portfolio, value $815,328.

    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 8,813 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $995,643.

    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).