Skip to content
Disclosery

Merit Financial Group, LLC: OKTA position timeline

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

Merit Financial Group, LLC held 7,221 OKTA 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 7,221 shares
    Change vs previous 13F +727 shares

    0.01% of the 13F portfolio, value $985,351.

    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 6,494 shares
    Change vs previous 13F +1,049 shares

    <0.01% of the 13F portfolio, value $511,113.

    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 5,445 shares
    Change vs previous 13F -1,555 shares

    <0.01% of the 13F portfolio, value $470,790.

    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 7,000 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $641,864.

    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 6,810 shares
    Change vs previous 13F -1,011 shares

    0.01% of the 13F portfolio, value $680,796.

    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 7,821 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $822,926.

    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).