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Merit Financial Group, LLC: REGN position timeline

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

Merit Financial Group, LLC held 3,333 REGN 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 3,333 shares
    Change vs previous 13F -2,252 shares

    0.01% of the 13F portfolio, value $2,078,358.

    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 5,585 shares
    Change vs previous 13F +1,572 shares

    0.03% of the 13F portfolio, value $4,314,839.

    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 4,013 shares
    Change vs previous 13F +2,154 shares

    0.02% of the 13F portfolio, value $3,096,966.

    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 1,859 shares
    Change vs previous 13F +1,397 shares

    0.01% of the 13F portfolio, value $1,045,121.

    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 462 shares
    Change vs previous 13F -1,167 shares

    <0.01% of the 13F portfolio, value $242,506.

    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 1,629 shares
    Change vs previous 13F +761 shares

    0.02% of the 13F portfolio, value $1,032,942.

    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 868 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $617,946.

    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 797 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $837,313.

    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).