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Merit Financial Group, LLC: LYG position timeline

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

Merit Financial Group, LLC held 66,123 LYG 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 66,123 shares
    Change vs previous 13F +11,900 shares

    <0.01% of the 13F portfolio, value $385,495.

    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 54,223 shares
    Change vs previous 13F +10,817 shares

    <0.01% of the 13F portfolio, value $272,744.

    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 43,406 shares
    Change vs previous 13F +5,804 shares

    <0.01% of the 13F portfolio, value $230,053.

    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 37,602 shares
    Change vs previous 13F +318 shares

    <0.01% of the 13F portfolio, value $170,712.

    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 37,284 shares
    Change vs previous 13F +17,710 shares

    <0.01% of the 13F portfolio, value $158,457.

    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 19,574 shares
    Change vs previous 13F +8,057 shares

    <0.01% of the 13F portfolio, value $74,773.

    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 11,517 shares
    Change vs previous 13F -3,106 shares

    <0.01% of the 13F portfolio, value $31,326.

    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 14,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,624.

    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).