Skip to content
Disclosery

Merit Financial Group, LLC: UGA position timeline

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

Merit Financial Group, LLC held 37,323 UGA 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 37,323 shares
    Change vs previous 13F -10,217 shares

    0.02% of the 13F portfolio, value $3,843,149.

    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 47,540 shares
    Change vs previous 13F +1,278 shares

    0.04% of the 13F portfolio, value $4,912,784.

    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 46,262 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,855,753.

    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).