Skip to content
Disclosery

Merit Financial Group, LLC: ORC position timeline

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

Merit Financial Group, LLC held 38,624 ORC 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 38,624 shares
    Change vs previous 13F +979 shares

    <0.01% of the 13F portfolio, value $269,210.

    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 37,645 shares
    Change vs previous 13F +1,422 shares

    <0.01% of the 13F portfolio, value $264,642.

    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 36,223 shares
    Change vs previous 13F +488 shares

    <0.01% of the 13F portfolio, value $260,808.

    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 35,735 shares
    Change vs previous 13F +4,607 shares

    <0.01% of the 13F portfolio, value $250,503.

    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 31,128 shares
    Change vs previous 13F +1,658 shares

    <0.01% of the 13F portfolio, value $218,207.

    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 29,470 shares
    Change vs previous 13F +1,453 shares

    <0.01% of the 13F portfolio, value $221,614.

    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 28,017 shares
    Change vs previous 13F +337 shares

    <0.01% of the 13F portfolio, value $217,972.

    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 27,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,530.

    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).