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Disclosery

Merit Financial Group, LLC: MA position timeline

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

Merit Financial Group, LLC held 33,960 MA 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 33,960 shares
    Change vs previous 13F -725 shares

    0.11% of the 13F portfolio, value $17,441,705.

    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 34,685 shares
    Change vs previous 13F -2,175 shares

    0.13% of the 13F portfolio, value $17,330,619.

    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 36,860 shares
    Change vs previous 13F +4,516 shares

    0.17% of the 13F portfolio, value $21,042,512.

    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 32,344 shares
    Change vs previous 13F +1,224 shares

    0.17% of the 13F portfolio, value $18,398,257.

    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 31,120 shares
    Change vs previous 13F +5,681 shares

    0.2% of the 13F portfolio, value $17,487,558.

    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 25,439 shares
    Change vs previous 13F +4,232 shares

    0.21% of the 13F portfolio, value $13,943,698.

    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 21,207 shares
    Change vs previous 13F +4,434 shares

    0.2% of the 13F portfolio, value $11,167,137.

    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 16,773 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,282,383.

    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).