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Disclosery

Merit Financial Group, LLC: ORCL position timeline

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

Merit Financial Group, LLC held 113,663 ORCL 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 113,663 shares
    Change vs previous 13F +30,402 shares

    0.1% of the 13F portfolio, value $16,657,236.

    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 83,261 shares
    Change vs previous 13F -4,910 shares

    0.09% of the 13F portfolio, value $12,248,502.

    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 88,171 shares
    Change vs previous 13F +4,754 shares

    0.14% of the 13F portfolio, value $17,185,287.

    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 83,417 shares
    Change vs previous 13F +9,544 shares

    0.22% of the 13F portfolio, value $23,460,047.

    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 73,873 shares
    Change vs previous 13F +19,139 shares

    0.18% of the 13F portfolio, value $16,150,795.

    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 54,734 shares
    Change vs previous 13F +7,574 shares

    0.11% of the 13F portfolio, value $7,652,375.

    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 47,160 shares
    Change vs previous 13F +14,741 shares

    0.14% of the 13F portfolio, value $7,858,787.

    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 32,419 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,524,125.

    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).