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Merit Financial Group, LLC: MLRG position timeline

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

Merit Financial Group, LLC held 77,566 MLRG 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 77,566 shares
    Change vs previous 13F +4,424 shares

    0.05% of the 13F portfolio, value $8,039,760.

    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 73,142 shares
    Change vs previous 13F -343 shares

    0.05% of the 13F portfolio, value $6,572,561.

    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 73,485 shares
    Change vs previous 13F +2,149 shares

    0.06% of the 13F portfolio, value $6,935,561.

    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 71,336 shares
    Change vs previous 13F +186 shares

    0.06% of the 13F portfolio, value $6,592,844.

    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 71,150 shares
    Change vs previous 13F +4,844 shares

    0.07% of the 13F portfolio, value $6,103,219.

    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 66,306 shares
    Change vs previous 13F +193 shares

    0.08% of the 13F portfolio, value $5,122,816.

    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 66,113 shares
    Change vs previous 13F +440 shares

    0.1% of the 13F portfolio, value $5,365,718.

    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 65,673 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,203,294.

    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).