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Merit Financial Group, LLC: QUAL position timeline

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

Merit Financial Group, LLC held 173,173 QUAL 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 173,173 shares
    Change vs previous 13F -328,732 shares

    0.24% of the 13F portfolio, value $37,999,274.

    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 501,905 shares
    Change vs previous 13F +35,961 shares

    0.72% of the 13F portfolio, value $96,270,387.

    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 465,944 shares
    Change vs previous 13F -231,559 shares

    0.74% of the 13F portfolio, value $92,545,841.

    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 697,503 shares
    Change vs previous 13F +43,346 shares

    1.25% of the 13F portfolio, value $135,664,388.

    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 654,157 shares
    Change vs previous 13F +141,871 shares

    1.33% of the 13F portfolio, value $119,593,068.

    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 512,286 shares
    Change vs previous 13F +316,297 shares

    1.31% of the 13F portfolio, value $87,544,560.

    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 195,989 shares
    Change vs previous 13F +86,138 shares

    0.63% of the 13F portfolio, value $34,901,649.

    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 109,851 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $19,696,311.

    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).