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Merit Financial Group, LLC: MUB position timeline

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

Merit Financial Group, LLC held 359,522 MUB 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 359,522 shares
    Change vs previous 13F +103,587 shares

    0.24% of the 13F portfolio, value $38,691,807.

    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 255,935 shares
    Change vs previous 13F +27,100 shares

    0.2% of the 13F portfolio, value $27,167,444.

    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 228,835 shares
    Change vs previous 13F +35,213 shares

    0.2% of the 13F portfolio, value $24,510,513.

    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 193,622 shares
    Change vs previous 13F -2,781 shares

    0.19% of the 13F portfolio, value $20,618,890.

    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 196,403 shares
    Change vs previous 13F +73,431 shares

    0.23% of the 13F portfolio, value $20,520,172.

    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 122,972 shares
    Change vs previous 13F +68,351 shares

    0.19% of the 13F portfolio, value $12,966,208.

    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 54,621 shares
    Change vs previous 13F +5,593 shares

    0.1% of the 13F portfolio, value $5,819,841.

    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 49,028 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,325,883.

    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).