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Disclosery

Merit Financial Group, LLC: SCHV position timeline

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

Merit Financial Group, LLC held 880,325 SCHV 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 880,325 shares
    Change vs previous 13F +75,534 shares

    0.19% of the 13F portfolio, value $30,644,105.

    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 804,791 shares
    Change vs previous 13F +2,120 shares

    0.18% of the 13F portfolio, value $24,546,138.

    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 802,671 shares
    Change vs previous 13F -12,321 shares

    0.19% of the 13F portfolio, value $23,767,096.

    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 814,992 shares
    Change vs previous 13F -36,166 shares

    0.22% of the 13F portfolio, value $23,724,409.

    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 851,158 shares
    Change vs previous 13F +479,673 shares

    0.26% of the 13F portfolio, value $23,551,541.

    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 371,485 shares
    Change vs previous 13F +358,866 shares

    0.15% of the 13F portfolio, value $9,874,076.

    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 12,619 shares
    Change vs previous 13F +9,409 shares

    0.01% of the 13F portfolio, value $328,971.

    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 3,210 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $257,955.

    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).