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Merit Financial Group, LLC: ROKU position timeline

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

Merit Financial Group, LLC held 16,879 ROKU 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 16,879 shares
    Change vs previous 13F -2,503 shares

    0.01% of the 13F portfolio, value $2,331,716.

    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 19,382 shares
    Change vs previous 13F -3,088 shares

    0.01% of the 13F portfolio, value $1,833,925.

    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 22,470 shares
    Change vs previous 13F +1,936 shares

    0.02% of the 13F portfolio, value $2,437,770.

    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 20,534 shares
    Change vs previous 13F +5,825 shares

    0.02% of the 13F portfolio, value $2,056,069.

    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 14,709 shares
    Change vs previous 13F +4,598 shares

    0.01% of the 13F portfolio, value $1,292,774.

    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 10,111 shares
    Change vs previous 13F +1,487 shares

    0.01% of the 13F portfolio, value $712,219.

    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 8,624 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $641,108.

    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 8,619 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $643,495.

    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).