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Disclosery

Merit Financial Group, LLC: O position timeline

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

Merit Financial Group, LLC held 39,745 O 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 39,745 shares
    Change vs previous 13F -890 shares

    0.02% of the 13F portfolio, value $2,462,583.

    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 40,635 shares
    Change vs previous 13F +1,575 shares

    0.02% of the 13F portfolio, value $2,486,005.

    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 39,060 shares
    Change vs previous 13F +1,955 shares

    0.02% of the 13F portfolio, value $2,201,831.

    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 37,105 shares
    Change vs previous 13F +601 shares

    0.02% of the 13F portfolio, value $2,255,620.

    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 36,504 shares
    Change vs previous 13F +14,252 shares

    0.02% of the 13F portfolio, value $2,102,998.

    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 22,252 shares
    Change vs previous 13F +5,793 shares

    0.02% of the 13F portfolio, value $1,290,810.

    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 16,459 shares
    Change vs previous 13F -8,778 shares

    0.02% of the 13F portfolio, value $879,058.

    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 25,237 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,600,513.

    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).