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Merit Financial Group, LLC: MTUM position timeline

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

Merit Financial Group, LLC held 274,471 MTUM 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 274,471 shares
    Change vs previous 13F -70,869 shares

    0.58% of the 13F portfolio, value $94,096,894.

    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 345,340 shares
    Change vs previous 13F +41,706 shares

    0.62% of the 13F portfolio, value $82,878,143.

    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 303,634 shares
    Change vs previous 13F +143,026 shares

    0.61% of the 13F portfolio, value $76,002,675.

    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 160,608 shares
    Change vs previous 13F +34,632 shares

    0.38% of the 13F portfolio, value $41,187,935.

    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 125,976 shares
    Change vs previous 13F +27,830 shares

    0.34% of the 13F portfolio, value $30,274,508.

    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 98,146 shares
    Change vs previous 13F +65,488 shares

    0.3% of the 13F portfolio, value $19,838,233.

    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 32,658 shares
    Change vs previous 13F +26,725 shares

    0.12% of the 13F portfolio, value $6,757,634.

    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 5,933 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,202,951.

    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).