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Disclosery

Merit Financial Group, LLC: T position timeline

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

Merit Financial Group, LLC held 605,464 T 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 605,464 shares
    Change vs previous 13F +58,522 shares

    0.08% of the 13F portfolio, value $12,533,110.

    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 546,942 shares
    Change vs previous 13F +66,425 shares

    0.12% of the 13F portfolio, value $15,855,835.

    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 480,517 shares
    Change vs previous 13F +2,882 shares

    0.1% of the 13F portfolio, value $11,936,065.

    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 477,635 shares
    Change vs previous 13F +18,553 shares

    0.12% of the 13F portfolio, value $13,488,370.

    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 459,082 shares
    Change vs previous 13F +76,750 shares

    0.15% of the 13F portfolio, value $13,285,831.

    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 382,332 shares
    Change vs previous 13F +82,401 shares

    0.16% of the 13F portfolio, value $10,812,354.

    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 299,931 shares
    Change vs previous 13F +85,482 shares

    0.12% of the 13F portfolio, value $6,829,431.

    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 214,449 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,717,878.

    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).