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Disclosery

Merit Financial Group, LLC: SEIE position timeline

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

Merit Financial Group, LLC held 150,926 SEIE 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 150,926 shares
    Change vs previous 13F +140,174 shares

    0.03% of the 13F portfolio, value $5,356,560.

    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 10,752 shares
    Change vs previous 13F +3,231 shares

    <0.01% of the 13F portfolio, value $350,473.

    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 7,521 shares
    Change vs previous 13F -385 shares

    <0.01% of the 13F portfolio, value $244,672.

    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 7,906 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $241,175.

    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 7,800 shares
    Change vs previous 13F -30,515 shares

    <0.01% of the 13F portfolio, value $229,912.

    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 38,315 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,005,792.

    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).