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Disclosery

Merit Financial Group, LLC: OTIS position timeline

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

Merit Financial Group, LLC held 36,367 OTIS 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 36,367 shares
    Change vs previous 13F +9,613 shares

    0.02% of the 13F portfolio, value $2,603,889.

    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 26,754 shares
    Change vs previous 13F -2,152 shares

    0.02% of the 13F portfolio, value $2,062,218.

    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 28,906 shares
    Change vs previous 13F +405 shares

    0.02% of the 13F portfolio, value $2,524,951.

    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 28,501 shares
    Change vs previous 13F +5,246 shares

    0.02% of the 13F portfolio, value $2,605,835.

    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 23,255 shares
    Change vs previous 13F +6,900 shares

    0.03% of the 13F portfolio, value $2,302,684.

    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 16,355 shares
    Change vs previous 13F +5,565 shares

    0.03% of the 13F portfolio, value $1,687,841.

    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 10,790 shares
    Change vs previous 13F +694 shares

    0.02% of the 13F portfolio, value $999,297.

    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 10,096 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,049,415.

    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).