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Merit Financial Group, LLC: LUMN position timeline

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

Merit Financial Group, LLC held 27,775 LUMN 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 27,775 shares
    Change vs previous 13F -1,251 shares

    <0.01% of the 13F portfolio, value $213,309.

    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 29,026 shares
    Change vs previous 13F -394 shares

    <0.01% of the 13F portfolio, value $201,728.

    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 29,420 shares
    Change vs previous 13F +4,787 shares

    <0.01% of the 13F portfolio, value $228,590.

    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 24,633 shares
    Change vs previous 13F +2,079 shares

    <0.01% of the 13F portfolio, value $150,752.

    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 22,554 shares
    Change vs previous 13F +1,206 shares

    <0.01% of the 13F portfolio, value $98,785.

    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 21,348 shares
    Change vs previous 13F +459 shares

    <0.01% of the 13F portfolio, value $83,684.

    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 20,889 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,921.

    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).