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Merit Financial Group, LLC: MCK position timeline

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

Merit Financial Group, LLC held 21,178 MCK 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 21,178 shares
    Change vs previous 13F -822 shares

    0.1% of the 13F portfolio, value $16,002,170.

    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 22,000 shares
    Change vs previous 13F +1,552 shares

    0.14% of the 13F portfolio, value $19,038,132.

    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 20,448 shares
    Change vs previous 13F +2,238 shares

    0.13% of the 13F portfolio, value $16,773,504.

    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 18,210 shares
    Change vs previous 13F +532 shares

    0.13% of the 13F portfolio, value $14,067,976.

    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 17,678 shares
    Change vs previous 13F +6,743 shares

    0.14% of the 13F portfolio, value $12,954,254.

    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 10,935 shares
    Change vs previous 13F +875 shares

    0.11% of the 13F portfolio, value $7,359,107.

    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 10,060 shares
    Change vs previous 13F +5,630 shares

    0.1% of the 13F portfolio, value $5,733,571.

    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 4,430 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,190,364.

    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).