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Disclosery

Merit Financial Group, LLC: REG position timeline

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

Merit Financial Group, LLC held 7,218 REG 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 7,218 shares
    Change vs previous 13F -627 shares

    <0.01% of the 13F portfolio, value $575,631.

    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 7,845 shares
    Change vs previous 13F -631 shares

    <0.01% of the 13F portfolio, value $593,585.

    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 8,476 shares
    Change vs previous 13F +4,666 shares

    <0.01% of the 13F portfolio, value $585,125.

    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 3,810 shares
    Change vs previous 13F +444 shares

    <0.01% of the 13F portfolio, value $277,732.

    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 3,366 shares
    Change vs previous 13F +371 shares

    <0.01% of the 13F portfolio, value $239,728.

    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 2,995 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $220,938.

    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 3,014 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,847.

    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).