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Disclosery

Merit Financial Group, LLC: OEF position timeline

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

Merit Financial Group, LLC held 50,035 OEF 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 50,035 shares
    Change vs previous 13F -2,543 shares

    0.11% of the 13F portfolio, value $18,306,163.

    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 52,578 shares
    Change vs previous 13F -27,218 shares

    0.12% of the 13F portfolio, value $16,723,591.

    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 79,796 shares
    Change vs previous 13F -376 shares

    0.22% of the 13F portfolio, value $27,367,481.

    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 80,172 shares
    Change vs previous 13F +9,797 shares

    0.25% of the 13F portfolio, value $26,684,560.

    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 70,375 shares
    Change vs previous 13F -14,648 shares

    0.24% of the 13F portfolio, value $21,418,780.

    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 85,023 shares
    Change vs previous 13F +14,045 shares

    0.35% of the 13F portfolio, value $23,026,760.

    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 70,978 shares
    Change vs previous 13F +63,135 shares

    0.37% of the 13F portfolio, value $20,501,931.

    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 7,843 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,170,619.

    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).