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Merit Financial Group, LLC: ROST position timeline

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

Merit Financial Group, LLC held 25,984 ROST 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 25,984 shares
    Change vs previous 13F +5,297 shares

    0.03% of the 13F portfolio, value $5,530,868.

    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 20,687 shares
    Change vs previous 13F +3,741 shares

    0.03% of the 13F portfolio, value $4,481,493.

    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 16,946 shares
    Change vs previous 13F +3,560 shares

    0.02% of the 13F portfolio, value $3,052,702.

    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 13,386 shares
    Change vs previous 13F -1,545 shares

    0.02% of the 13F portfolio, value $2,039,962.

    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 14,931 shares
    Change vs previous 13F +5,757 shares

    0.02% of the 13F portfolio, value $1,904,847.

    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 9,174 shares
    Change vs previous 13F +2,230 shares

    0.02% of the 13F portfolio, value $1,172,312.

    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 6,944 shares
    Change vs previous 13F +5,039 shares

    0.02% of the 13F portfolio, value $1,050,431.

    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 1,905 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $286,647.

    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).