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Disclosery

Merit Financial Group, LLC: MSCI position timeline

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

Merit Financial Group, LLC held 4,579 MSCI 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 4,579 shares
    Change vs previous 13F -71 shares

    0.02% of the 13F portfolio, value $2,564,597.

    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 4,650 shares
    Change vs previous 13F -1,069 shares

    0.02% of the 13F portfolio, value $2,506,846.

    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 5,719 shares
    Change vs previous 13F -1,041 shares

    0.03% of the 13F portfolio, value $3,281,399.

    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 6,760 shares
    Change vs previous 13F -696 shares

    0.04% of the 13F portfolio, value $3,835,985.

    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 7,456 shares
    Change vs previous 13F +155 shares

    0.05% of the 13F portfolio, value $4,300,222.

    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 7,301 shares
    Change vs previous 13F +4,309 shares

    0.06% of the 13F portfolio, value $4,128,745.

    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 2,992 shares
    Change vs previous 13F +1,295 shares

    0.03% of the 13F portfolio, value $1,795,244.

    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 1,697 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $989,232.

    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).