Skip to content
Disclosery

Merit Financial Group, LLC: MCO position timeline

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

Merit Financial Group, LLC held 11,014 MCO 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 11,014 shares
    Change vs previous 13F +191 shares

    0.03% of the 13F portfolio, value $4,988,730.

    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 10,823 shares
    Change vs previous 13F +552 shares

    0.04% of the 13F portfolio, value $4,721,761.

    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 10,271 shares
    Change vs previous 13F +188 shares

    0.04% of the 13F portfolio, value $5,246,676.

    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 10,083 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $4,803,942.

    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 9,944 shares
    Change vs previous 13F +2,889 shares

    0.06% of the 13F portfolio, value $4,987,859.

    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 7,055 shares
    Change vs previous 13F +3,335 shares

    0.05% of the 13F portfolio, value $3,285,658.

    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 3,720 shares
    Change vs previous 13F +1,667 shares

    0.03% of the 13F portfolio, value $1,761,135.

    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 2,053 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $974,185.

    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).