Skip to content
Disclosery

Merit Financial Group, LLC: OZK position timeline

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

Merit Financial Group, LLC held 19,931 OZK 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 19,931 shares
    Change vs previous 13F +9,232 shares

    0.01% of the 13F portfolio, value $1,038,188.

    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 10,699 shares
    Change vs previous 13F -381 shares

    <0.01% of the 13F portfolio, value $490,989.

    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 11,080 shares
    Change vs previous 13F -932 shares

    <0.01% of the 13F portfolio, value $509,898.

    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 12,012 shares
    Change vs previous 13F -456 shares

    0.01% of the 13F portfolio, value $612,361.

    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 12,468 shares
    Change vs previous 13F +3,236 shares

    0.01% of the 13F portfolio, value $586,741.

    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 9,232 shares
    Change vs previous 13F +2,329 shares

    0.01% of the 13F portfolio, value $401,137.

    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 6,903 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,373.

    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).