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Merit Financial Group, LLC: TRV position timeline

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

Merit Financial Group, LLC held 20,474 TRV 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 20,474 shares
    Change vs previous 13F +1,253 shares

    0.04% of the 13F portfolio, value $6,758,972.

    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 19,221 shares
    Change vs previous 13F +1,524 shares

    0.04% of the 13F portfolio, value $5,606,490.

    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 17,697 shares
    Change vs previous 13F +1,086 shares

    0.04% of the 13F portfolio, value $5,133,073.

    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 16,611 shares
    Change vs previous 13F +923 shares

    0.04% of the 13F portfolio, value $4,638,300.

    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 15,688 shares
    Change vs previous 13F +3,132 shares

    0.05% of the 13F portfolio, value $4,197,102.

    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 12,556 shares
    Change vs previous 13F +7,522 shares

    0.05% of the 13F portfolio, value $3,320,624.

    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 5,034 shares
    Change vs previous 13F +1,189 shares

    0.02% of the 13F portfolio, value $1,212,576.

    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 3,845 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $900,122.

    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).