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Disclosery

Merit Financial Group, LLC: TOTL position timeline

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

Merit Financial Group, LLC held 22,358 TOTL 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 22,358 shares
    Change vs previous 13F -1,706 shares

    0.01% of the 13F portfolio, value $882,459.

    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 24,064 shares
    Change vs previous 13F -19,528 shares

    0.01% of the 13F portfolio, value $956,054.

    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 43,592 shares
    Change vs previous 13F -64,811 shares

    0.01% of the 13F portfolio, value $1,754,591.

    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 108,403 shares
    Change vs previous 13F +7,860 shares

    0.04% of the 13F portfolio, value $4,397,898.

    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 100,543 shares
    Change vs previous 13F +57,533 shares

    0.04% of the 13F portfolio, value $4,032,784.

    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 43,010 shares
    Change vs previous 13F +13,440 shares

    0.03% of the 13F portfolio, value $1,732,885.

    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 29,570 shares
    Change vs previous 13F +6,937 shares

    0.02% of the 13F portfolio, value $1,164,771.

    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 22,633 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $936,996.

    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).