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Merit Financial Group, LLC: ROL position timeline

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

Merit Financial Group, LLC held 9,494 ROL 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 9,494 shares
    Change vs previous 13F -4,085 shares

    <0.01% of the 13F portfolio, value $396,229.

    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 13,579 shares
    Change vs previous 13F -1,667 shares

    0.01% of the 13F portfolio, value $725,287.

    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 15,246 shares
    Change vs previous 13F +2,669 shares

    0.01% of the 13F portfolio, value $915,054.

    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 12,577 shares
    Change vs previous 13F +559 shares

    0.01% of the 13F portfolio, value $738,780.

    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 12,018 shares
    Change vs previous 13F +4,038 shares

    0.01% of the 13F portfolio, value $678,038.

    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 7,980 shares
    Change vs previous 13F +3,133 shares

    0.01% of the 13F portfolio, value $431,136.

    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 4,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,662.

    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).