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Merit Financial Group, LLC: NEM position timeline

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

Merit Financial Group, LLC held 62,263 NEM 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 62,263 shares
    Change vs previous 13F -1,779 shares

    0.04% of the 13F portfolio, value $5,815,409.

    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 64,042 shares
    Change vs previous 13F +4,958 shares

    0.05% of the 13F portfolio, value $6,932,579.

    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 59,084 shares
    Change vs previous 13F +19,168 shares

    0.05% of the 13F portfolio, value $5,899,555.

    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 39,916 shares
    Change vs previous 13F +9,863 shares

    0.03% of the 13F portfolio, value $3,365,311.

    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 30,053 shares
    Change vs previous 13F +13,055 shares

    0.02% of the 13F portfolio, value $1,750,893.

    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 16,998 shares
    Change vs previous 13F +8,817 shares

    0.01% of the 13F portfolio, value $820,652.

    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 8,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $304,478.

    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).