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Disclosery

Merit Financial Group, LLC: TLT position timeline

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

Merit Financial Group, LLC held 289,543 TLT 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 289,543 shares
    Change vs previous 13F +144,965 shares

    0.16% of the 13F portfolio, value $25,022,313.

    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 144,578 shares
    Change vs previous 13F +136,045 shares

    0.09% of the 13F portfolio, value $12,533,477.

    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 8,533 shares
    Change vs previous 13F -2,558 shares

    0.01% of the 13F portfolio, value $743,767.

    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 11,091 shares
    Change vs previous 13F -2,956 shares

    0.01% of the 13F portfolio, value $991,180.

    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 14,047 shares
    Change vs previous 13F -5,476 shares

    0.01% of the 13F portfolio, value $1,239,604.

    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 19,523 shares
    Change vs previous 13F -24,291 shares

    0.03% of the 13F portfolio, value $1,777,148.

    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 43,814 shares
    Change vs previous 13F +22,048 shares

    0.07% of the 13F portfolio, value $3,826,299.

    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 21,766 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,135,213.

    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).