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Disclosery

Merit Financial Group, LLC: MDT position timeline

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

Merit Financial Group, LLC held 64,678 MDT 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 64,678 shares
    Change vs previous 13F +1,821 shares

    0.03% of the 13F portfolio, value $5,059,798.

    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 62,857 shares
    Change vs previous 13F -9,389 shares

    0.04% of the 13F portfolio, value $5,446,458.

    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 72,246 shares
    Change vs previous 13F +6,087 shares

    0.06% of the 13F portfolio, value $6,939,989.

    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 66,159 shares
    Change vs previous 13F +9,124 shares

    0.06% of the 13F portfolio, value $6,300,893.

    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 57,035 shares
    Change vs previous 13F +15,561 shares

    0.06% of the 13F portfolio, value $4,971,709.

    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 41,474 shares
    Change vs previous 13F +18,204 shares

    0.06% of the 13F portfolio, value $3,726,882.

    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 23,270 shares
    Change vs previous 13F +17,831 shares

    0.03% of the 13F portfolio, value $1,858,802.

    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 5,439 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $489,710.

    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).