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Disclosery

Merit Financial Group, LLC: MGEE position timeline

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

Merit Financial Group, LLC held 30,318 MGEE 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 30,318 shares
    Change vs previous 13F +940 shares

    0.02% of the 13F portfolio, value $2,472,163.

    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 29,378 shares
    Change vs previous 13F +5,598 shares

    0.02% of the 13F portfolio, value $2,270,657.

    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 23,780 shares
    Change vs previous 13F +17,161 shares

    0.01% of the 13F portfolio, value $1,864,818.

    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 6,619 shares
    Change vs previous 13F -441 shares

    0.01% of the 13F portfolio, value $557,173.

    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 7,060 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $624,365.

    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 7,093 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $659,362.

    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 7,079 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $665,174.

    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 6,963 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $636,753.

    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).