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Merit Financial Group, LLC: RWL position timeline

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

Merit Financial Group, LLC held 193,496 RWL 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 193,496 shares
    Change vs previous 13F +4,756 shares

    0.15% of the 13F portfolio, value $24,721,021.

    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 188,740 shares
    Change vs previous 13F +13,492 shares

    0.16% of the 13F portfolio, value $21,688,075.

    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 175,248 shares
    Change vs previous 13F +7,158 shares

    0.16% of the 13F portfolio, value $20,065,872.

    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 168,090 shares
    Change vs previous 13F +4,969 shares

    0.17% of the 13F portfolio, value $18,600,837.

    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 163,121 shares
    Change vs previous 13F -17,419 shares

    0.19% of the 13F portfolio, value $17,011,856.

    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 180,540 shares
    Change vs previous 13F +13,322 shares

    0.27% of the 13F portfolio, value $17,934,857.

    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 167,218 shares
    Change vs previous 13F +127,642 shares

    0.29% of the 13F portfolio, value $16,373,994.

    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 39,576 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,881,264.

    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).