Skip to content
Disclosery

Merit Financial Group, LLC: MU position timeline

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

Merit Financial Group, LLC held 54,879 MU 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 54,879 shares
    Change vs previous 13F +6,445 shares

    0.39% of the 13F portfolio, value $63,347,642.

    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 48,434 shares
    Change vs previous 13F +5,451 shares

    0.12% of the 13F portfolio, value $16,362,933.

    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 42,983 shares
    Change vs previous 13F +6,513 shares

    0.1% of the 13F portfolio, value $12,268,054.

    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 36,470 shares
    Change vs previous 13F +14,913 shares

    0.06% of the 13F portfolio, value $6,102,351.

    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 21,557 shares
    Change vs previous 13F +2,082 shares

    0.03% of the 13F portfolio, value $2,656,891.

    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 19,475 shares
    Change vs previous 13F +3,593 shares

    0.03% of the 13F portfolio, value $1,692,214.

    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 15,882 shares
    Change vs previous 13F +10,005 shares

    0.02% of the 13F portfolio, value $1,336,639.

    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 5,877 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $609,504.

    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).