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Merit Financial Group, LLC: MGK position timeline

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

Merit Financial Group, LLC held 3,641,887 MGK 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 3,641,887 shares
    Change vs previous 13F +3,099,494 shares

    1.99% of the 13F portfolio, value $320,158,236.

    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 542,393 shares
    Change vs previous 13F -90,349 shares

    1.48% of the 13F portfolio, value $199,296,899.

    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 632,742 shares
    Change vs previous 13F +93,783 shares

    2.1% of the 13F portfolio, value $261,176,728.

    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 538,959 shares
    Change vs previous 13F +181,132 shares

    1.99% of the 13F portfolio, value $216,888,096.

    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 357,827 shares
    Change vs previous 13F -2,011 shares

    1.46% of the 13F portfolio, value $131,025,408.

    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 359,838 shares
    Change vs previous 13F +115,183 shares

    1.67% of the 13F portfolio, value $111,146,695.

    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 244,655 shares
    Change vs previous 13F +26,549 shares

    1.51% of the 13F portfolio, value $84,016,892.

    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 218,106 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $70,219,087.

    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).