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Disclosery

Merit Financial Group, LLC: POOL position timeline

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

Merit Financial Group, LLC held 4,473 POOL 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 4,473 shares
    Change vs previous 13F +2,958 shares

    0.01% of the 13F portfolio, value $961,290.

    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 1,515 shares
    Change vs previous 13F -3,632 shares

    <0.01% of the 13F portfolio, value $306,473.

    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 5,147 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $1,177,400.

    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 5,225 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $1,620,079.

    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 5,250 shares
    Change vs previous 13F +695 shares

    0.02% of the 13F portfolio, value $1,530,201.

    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 4,555 shares
    Change vs previous 13F +976 shares

    0.02% of the 13F portfolio, value $1,450,070.

    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 3,579 shares
    Change vs previous 13F +661 shares

    0.02% of the 13F portfolio, value $1,220,192.

    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 2,918 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,099,329.

    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).