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Merit Financial Group, LLC: MGV position timeline

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

Merit Financial Group, LLC held 1,652,554 MGV 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 1,652,554 shares
    Change vs previous 13F +315,657 shares

    1.68% of the 13F portfolio, value $270,110,078.

    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 1,336,897 shares
    Change vs previous 13F +75,129 shares

    1.44% of the 13F portfolio, value $193,783,229.

    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 1,261,768 shares
    Change vs previous 13F +429,853 shares

    1.43% of the 13F portfolio, value $178,111,306.

    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 831,915 shares
    Change vs previous 13F +192,747 shares

    1.05% of the 13F portfolio, value $114,588,081.

    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 639,168 shares
    Change vs previous 13F +50,431 shares

    0.94% of the 13F portfolio, value $83,858,797.

    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 588,737 shares
    Change vs previous 13F +6,263 shares

    1.14% of the 13F portfolio, value $75,852,859.

    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 582,474 shares
    Change vs previous 13F +42,119 shares

    1.31% of the 13F portfolio, value $72,756,825.

    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 540,355 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $69,316,717.

    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).