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Merit Financial Group, LLC: MCD position timeline

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

Merit Financial Group, LLC held 45,211 MCD 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 45,211 shares
    Change vs previous 13F -6,052 shares

    0.08% of the 13F portfolio, value $12,221,090.

    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 51,263 shares
    Change vs previous 13F +10,348 shares

    0.12% of the 13F portfolio, value $15,931,933.

    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 40,915 shares
    Change vs previous 13F +4,087 shares

    0.1% of the 13F portfolio, value $12,505,025.

    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 36,828 shares
    Change vs previous 13F +1,290 shares

    0.1% of the 13F portfolio, value $11,191,824.

    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 35,538 shares
    Change vs previous 13F +5,556 shares

    0.12% of the 13F portfolio, value $10,383,078.

    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 29,982 shares
    Change vs previous 13F +4,056 shares

    0.14% of the 13F portfolio, value $9,365,607.

    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 25,926 shares
    Change vs previous 13F +3,533 shares

    0.14% of the 13F portfolio, value $7,515,668.

    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 22,393 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,818,929.

    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).