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Disclosery

Merit Financial Group, LLC: MOS position timeline

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

Merit Financial Group, LLC held 81,607 MOS 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 81,607 shares
    Change vs previous 13F +33,760 shares

    0.01% of the 13F portfolio, value $1,729,248.

    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 47,847 shares
    Change vs previous 13F +15,551 shares

    0.01% of the 13F portfolio, value $1,220,105.

    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 32,296 shares
    Change vs previous 13F -23,240 shares

    0.01% of the 13F portfolio, value $778,010.

    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 55,536 shares
    Change vs previous 13F +26,353 shares

    0.02% of the 13F portfolio, value $1,925,972.

    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 29,183 shares
    Change vs previous 13F +6,199 shares

    0.01% of the 13F portfolio, value $1,064,606.

    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 22,984 shares
    Change vs previous 13F +1,946 shares

    0.01% of the 13F portfolio, value $620,811.

    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 21,038 shares
    Change vs previous 13F +2,008 shares

    0.01% of the 13F portfolio, value $517,105.

    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 19,030 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $509,633.

    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).