Skip to content
Disclosery

Merit Financial Group, LLC: SOXL position timeline

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

Merit Financial Group, LLC held 17,666 SOXL 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 17,666 shares
    Change vs previous 13F -431 shares

    0.03% of the 13F portfolio, value $4,711,784.

    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 18,097 shares
    Change vs previous 13F -67,236 shares

    0.01% of the 13F portfolio, value $867,043.

    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 85,333 shares
    Change vs previous 13F -3,200 shares

    0.03% of the 13F portfolio, value $3,586,560.

    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 88,533 shares
    Change vs previous 13F -5,727 shares

    0.03% of the 13F portfolio, value $3,084,501.

    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 94,260 shares
    Change vs previous 13F -9,780 shares

    0.03% of the 13F portfolio, value $2,366,874.

    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 104,040 shares
    Change vs previous 13F +59,195 shares

    0.02% of the 13F portfolio, value $1,659,439.

    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 44,845 shares
    Change vs previous 13F -6,655 shares

    0.02% of the 13F portfolio, value $1,224,720.

    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 51,500 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,889,020.

    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).