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Merit Financial Group, LLC: MSFT position timeline

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

Merit Financial Group, LLC held 520,766 MSFT 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 520,766 shares
    Change vs previous 13F +88,986 shares

    1.21% of the 13F portfolio, value $194,255,994.

    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 431,780 shares
    Change vs previous 13F +64,319 shares

    1.19% of the 13F portfolio, value $159,831,335.

    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 367,461 shares
    Change vs previous 13F +32,705 shares

    1.43% of the 13F portfolio, value $177,711,588.

    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 334,756 shares
    Change vs previous 13F +31,283 shares

    1.59% of the 13F portfolio, value $173,386,316.

    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 303,473 shares
    Change vs previous 13F +52,705 shares

    1.68% of the 13F portfolio, value $150,950,453.

    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 250,768 shares
    Change vs previous 13F +29,387 shares

    1.41% of the 13F portfolio, value $94,135,629.

    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 221,381 shares
    Change vs previous 13F +40,917 shares

    1.68% of the 13F portfolio, value $93,311,959.

    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 180,464 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $77,653,817.

    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).