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Disclosery

Merit Financial Group, LLC: MINT position timeline

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

Merit Financial Group, LLC held 302,746 MINT 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 302,746 shares
    Change vs previous 13F +250,252 shares

    0.19% of the 13F portfolio, value $30,519,777.

    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 52,494 shares
    Change vs previous 13F -3,842 shares

    0.04% of the 13F portfolio, value $5,279,309.

    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 56,336 shares
    Change vs previous 13F +523 shares

    0.05% of the 13F portfolio, value $5,652,742.

    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 55,813 shares
    Change vs previous 13F -258,127 shares

    0.05% of the 13F portfolio, value $5,619,826.

    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 313,940 shares
    Change vs previous 13F +16,758 shares

    0.35% of the 13F portfolio, value $31,561,985.

    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 297,182 shares
    Change vs previous 13F +34,909 shares

    0.45% of the 13F portfolio, value $29,902,441.

    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 262,273 shares
    Change vs previous 13F +16,371 shares

    0.47% of the 13F portfolio, value $26,316,503.

    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 245,902 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $24,759,922.

    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).