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Disclosery

Merit Financial Group, LLC: SEIV position timeline

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

Merit Financial Group, LLC held 243,798 SEIV 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 243,798 shares
    Change vs previous 13F +67,334 shares

    0.07% of the 13F portfolio, value $11,702,304.

    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 176,464 shares
    Change vs previous 13F +71,421 shares

    0.05% of the 13F portfolio, value $7,333,844.

    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 105,043 shares
    Change vs previous 13F -568 shares

    0.03% of the 13F portfolio, value $4,359,285.

    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 105,611 shares
    Change vs previous 13F +23,008 shares

    0.04% of the 13F portfolio, value $4,108,268.

    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 82,603 shares
    Change vs previous 13F +4,643 shares

    0.03% of the 13F portfolio, value $2,948,101.

    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 77,960 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,530,582.

    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).