Skip to content
Disclosery

Merit Financial Group, LLC: SCHB position timeline

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

Merit Financial Group, LLC held 146,133 SCHB 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 146,133 shares
    Change vs previous 13F -6,157 shares

    0.03% of the 13F portfolio, value $4,232,002.

    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 152,290 shares
    Change vs previous 13F +230 shares

    0.03% of the 13F portfolio, value $3,822,470.

    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 152,060 shares
    Change vs previous 13F -9,619 shares

    0.03% of the 13F portfolio, value $3,988,525.

    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 161,679 shares
    Change vs previous 13F -4,242 shares

    0.04% of the 13F portfolio, value $4,156,769.

    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 165,921 shares
    Change vs previous 13F +56,857 shares

    0.04% of the 13F portfolio, value $3,953,887.

    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 109,064 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,348,148.

    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).