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Disclosery

Merit Financial Group, LLC: MO position timeline

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

Merit Financial Group, LLC held 348,320 MO 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 348,320 shares
    Change vs previous 13F +12,664 shares

    0.16% of the 13F portfolio, value $25,061,712.

    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 335,656 shares
    Change vs previous 13F +154,451 shares

    0.16% of the 13F portfolio, value $22,149,925.

    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 181,205 shares
    Change vs previous 13F +39,476 shares

    0.08% of the 13F portfolio, value $10,448,235.

    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 141,729 shares
    Change vs previous 13F +11,830 shares

    0.09% of the 13F portfolio, value $9,362,697.

    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 129,899 shares
    Change vs previous 13F +26,920 shares

    0.08% of the 13F portfolio, value $7,616,000.

    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 102,979 shares
    Change vs previous 13F +22,782 shares

    0.09% of the 13F portfolio, value $6,180,802.

    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 80,197 shares
    Change vs previous 13F +6,114 shares

    0.08% of the 13F portfolio, value $4,193,489.

    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 74,083 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,781,173.

    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).