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Disclosery

Merit Financial Group, LLC: SUB position timeline

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

Merit Financial Group, LLC held 323,060 SUB 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 323,060 shares
    Change vs previous 13F +81,554 shares

    0.21% of the 13F portfolio, value $34,396,238.

    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 241,506 shares
    Change vs previous 13F +83,028 shares

    0.19% of the 13F portfolio, value $25,720,367.

    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 158,478 shares
    Change vs previous 13F +8,552 shares

    0.14% of the 13F portfolio, value $16,909,593.

    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 149,926 shares
    Change vs previous 13F +12,049 shares

    0.15% of the 13F portfolio, value $16,009,133.

    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 137,877 shares
    Change vs previous 13F +63,632 shares

    0.16% of the 13F portfolio, value $14,661,889.

    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 74,245 shares
    Change vs previous 13F +68,187 shares

    0.12% of the 13F portfolio, value $7,840,221.

    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 6,058 shares
    Change vs previous 13F +2,563 shares

    0.01% of the 13F portfolio, value $638,980.

    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 3,495 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $371,175.

    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).