Skip to content
Disclosery

Merit Financial Group, LLC: MTB position timeline

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

Merit Financial Group, LLC held 9,354 MTB 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 9,354 shares
    Change vs previous 13F +605 shares

    0.01% of the 13F portfolio, value $2,226,420.

    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 8,749 shares
    Change vs previous 13F +1,419 shares

    0.01% of the 13F portfolio, value $1,808,781.

    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 7,330 shares
    Change vs previous 13F +1,196 shares

    0.01% of the 13F portfolio, value $1,477,039.

    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 6,134 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $1,212,396.

    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 5,936 shares
    Change vs previous 13F +2,506 shares

    0.01% of the 13F portfolio, value $1,151,525.

    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 3,430 shares
    Change vs previous 13F +1,541 shares

    0.01% of the 13F portfolio, value $613,173.

    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 1,889 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $355,224.

    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 1,294 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $230,422.

    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).