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Merit Financial Group, LLC: LULU position timeline

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

Merit Financial Group, LLC held 4,354 LULU 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 4,354 shares
    Change vs previous 13F -6,720 shares

    <0.01% of the 13F portfolio, value $497,128.

    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 11,074 shares
    Change vs previous 13F +9,523 shares

    0.01% of the 13F portfolio, value $1,695,477.

    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 1,551 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $322,237.

    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 1,363 shares
    Change vs previous 13F -1,176 shares

    <0.01% of the 13F portfolio, value $242,434.

    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 2,539 shares
    Change vs previous 13F -1,247 shares

    0.01% of the 13F portfolio, value $603,230.

    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 3,786 shares
    Change vs previous 13F +2,099 shares

    0.02% of the 13F portfolio, value $1,071,665.

    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 1,687 shares
    Change vs previous 13F +897 shares

    0.01% of the 13F portfolio, value $645,126.

    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 790 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,367.

    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).