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Merit Financial Group, LLC: QQQ position timeline

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

Merit Financial Group, LLC held 245,984 QQQ 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 245,984 shares
    Change vs previous 13F +11,649 shares

    1.13% of the 13F portfolio, value $181,141,891.

    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 234,335 shares
    Change vs previous 13F +56,912 shares

    1.01% of the 13F portfolio, value $135,252,731.

    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 177,423 shares
    Change vs previous 13F -7,516 shares

    0.87% of the 13F portfolio, value $108,992,881.

    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 184,939 shares
    Change vs previous 13F +18,874 shares

    1.02% of the 13F portfolio, value $111,031,415.

    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 166,065 shares
    Change vs previous 13F +6,329 shares

    1.02% of the 13F portfolio, value $91,608,255.

    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 159,736 shares
    Change vs previous 13F +25,269 shares

    1.12% of the 13F portfolio, value $74,903,352.

    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 134,467 shares
    Change vs previous 13F +49,699 shares

    1.24% of the 13F portfolio, value $68,743,430.

    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 84,768 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $41,372,851.

    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).