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Disclosery

Merit Financial Group, LLC: TMO position timeline

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

Merit Financial Group, LLC held 21,998 TMO 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 21,998 shares
    Change vs previous 13F +7,126 shares

    0.07% of the 13F portfolio, value $11,028,483.

    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 14,872 shares
    Change vs previous 13F -632 shares

    0.05% of the 13F portfolio, value $7,310,415.

    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 15,504 shares
    Change vs previous 13F +3,934 shares

    0.07% of the 13F portfolio, value $8,984,260.

    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 11,570 shares
    Change vs previous 13F -333 shares

    0.05% of the 13F portfolio, value $5,611,866.

    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 11,903 shares
    Change vs previous 13F +157 shares

    0.05% of the 13F portfolio, value $4,826,196.

    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 11,746 shares
    Change vs previous 13F +1,895 shares

    0.09% of the 13F portfolio, value $5,844,874.

    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 9,851 shares
    Change vs previous 13F +3,470 shares

    0.09% of the 13F portfolio, value $5,124,649.

    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 6,381 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,947,217.

    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).