Skip to content
Disclosery

Merit Financial Group, LLC: SPLV position timeline

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

Merit Financial Group, LLC held 41,979 SPLV 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 41,979 shares
    Change vs previous 13F -811 shares

    0.02% of the 13F portfolio, value $3,144,142.

    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 42,790 shares
    Change vs previous 13F -5,102 shares

    0.02% of the 13F portfolio, value $3,129,694.

    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 47,892 shares
    Change vs previous 13F -5,842 shares

    0.03% of the 13F portfolio, value $3,420,442.

    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 53,734 shares
    Change vs previous 13F -15,658 shares

    0.04% of the 13F portfolio, value $3,948,335.

    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 69,392 shares
    Change vs previous 13F -484,075 shares

    0.06% of the 13F portfolio, value $5,053,153.

    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 553,467 shares
    Change vs previous 13F -1,177,689 shares

    0.62% of the 13F portfolio, value $41,355,025.

    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 1,731,156 shares
    Change vs previous 13F +1,716,566 shares

    2.18% of the 13F portfolio, value $121,180,947.

    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 14,590 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,046,550.

    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).