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Disclosery

Merit Financial Group, LLC: TFC position timeline

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

Merit Financial Group, LLC held 98,933 TFC 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 98,933 shares
    Change vs previous 13F +9,749 shares

    0.03% of the 13F portfolio, value $4,928,784.

    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 89,184 shares
    Change vs previous 13F +6,422 shares

    0.03% of the 13F portfolio, value $4,099,819.

    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 82,762 shares
    Change vs previous 13F +6,250 shares

    0.03% of the 13F portfolio, value $4,072,702.

    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 76,512 shares
    Change vs previous 13F +3,733 shares

    0.03% of the 13F portfolio, value $3,498,124.

    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 72,779 shares
    Change vs previous 13F +21,576 shares

    0.03% of the 13F portfolio, value $3,128,775.

    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 51,203 shares
    Change vs previous 13F +12,202 shares

    0.03% of the 13F portfolio, value $2,106,992.

    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 39,001 shares
    Change vs previous 13F +25,323 shares

    0.03% of the 13F portfolio, value $1,691,849.

    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 13,678 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $584,996.

    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).