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Merit Financial Group, LLC: META position timeline

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

Merit Financial Group, LLC held 96,543 META 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 96,543 shares
    Change vs previous 13F +918 shares

    0.34% of the 13F portfolio, value $54,381,817.

    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 95,625 shares
    Change vs previous 13F -5,721 shares

    0.41% of the 13F portfolio, value $54,709,579.

    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 101,346 shares
    Change vs previous 13F +16,676 shares

    0.54% of the 13F portfolio, value $66,897,489.

    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 84,670 shares
    Change vs previous 13F +6,263 shares

    0.57% of the 13F portfolio, value $62,180,589.

    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 78,407 shares
    Change vs previous 13F +17,433 shares

    0.65% of the 13F portfolio, value $57,871,703.

    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 60,974 shares
    Change vs previous 13F +9,746 shares

    0.53% of the 13F portfolio, value $35,143,043.

    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 51,228 shares
    Change vs previous 13F +13,043 shares

    0.54% of the 13F portfolio, value $29,994,607.

    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 38,185 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $21,858,811.

    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).