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Merit Financial Group, LLC: TCAF position timeline

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

Merit Financial Group, LLC held 98,812 TCAF 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 98,812 shares
    Change vs previous 13F -7,555 shares

    0.03% of the 13F portfolio, value $4,061,169.

    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 106,367 shares
    Change vs previous 13F +276 shares

    0.03% of the 13F portfolio, value $3,785,614.

    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 106,091 shares
    Change vs previous 13F +1,306 shares

    0.03% of the 13F portfolio, value $4,054,811.

    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 104,785 shares
    Change vs previous 13F +22,185 shares

    0.04% of the 13F portfolio, value $3,950,385.

    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 82,600 shares
    Change vs previous 13F -13,422 shares

    0.03% of the 13F portfolio, value $2,914,119.

    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 96,022 shares
    Change vs previous 13F +11,720 shares

    0.05% of the 13F portfolio, value $3,099,582.

    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).

  7. period ended2024-12-31
    13F 84,302 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,804,732.

    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).