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Merit Financial Group, LLC: MBB position timeline

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

Merit Financial Group, LLC held 1,433,945 MBB 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 1,433,945 shares
    Change vs previous 13F +70,319 shares

    0.84% of the 13F portfolio, value $135,536,480.

    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 1,363,626 shares
    Change vs previous 13F +92,541 shares

    0.96% of the 13F portfolio, value $129,476,261.

    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 1,271,085 shares
    Change vs previous 13F +86,995 shares

    0.97% of the 13F portfolio, value $121,032,679.

    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 1,184,090 shares
    Change vs previous 13F +44,468 shares

    1.04% of the 13F portfolio, value $112,666,207.

    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 1,139,622 shares
    Change vs previous 13F +65,596 shares

    1.19% of the 13F portfolio, value $106,999,095.

    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 1,074,026 shares
    Change vs previous 13F +163,246 shares

    1.51% of the 13F portfolio, value $100,722,128.

    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 910,780 shares
    Change vs previous 13F +87,786 shares

    1.5% of the 13F portfolio, value $83,500,348.

    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 822,994 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $78,851,053.

    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).