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Merit Financial Group, LLC: RDVY position timeline

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

Merit Financial Group, LLC held 188,051 RDVY 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 188,051 shares
    Change vs previous 13F -24,401 shares

    0.09% of the 13F portfolio, value $15,243,345.

    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 212,452 shares
    Change vs previous 13F +2,204 shares

    0.11% of the 13F portfolio, value $14,506,225.

    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 210,248 shares
    Change vs previous 13F +159,124 shares

    0.12% of the 13F portfolio, value $14,605,923.

    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 51,124 shares
    Change vs previous 13F +3,951 shares

    0.03% of the 13F portfolio, value $3,438,610.

    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 47,173 shares
    Change vs previous 13F +1,515 shares

    0.03% of the 13F portfolio, value $2,959,636.

    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 45,658 shares
    Change vs previous 13F +4,960 shares

    0.04% of the 13F portfolio, value $2,672,809.

    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 40,698 shares
    Change vs previous 13F +2,132 shares

    0.04% of the 13F portfolio, value $2,406,856.

    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 38,566 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,283,507.

    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).