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Disclosery

Merit Financial Group, LLC: UPS position timeline

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

Merit Financial Group, LLC held 848,643 UPS 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 848,643 shares
    Change vs previous 13F +33,523 shares

    0.57% of the 13F portfolio, value $91,229,117.

    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 815,120 shares
    Change vs previous 13F -12,546 shares

    0.6% of the 13F portfolio, value $80,191,550.

    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 827,666 shares
    Change vs previous 13F -11,179 shares

    0.66% of the 13F portfolio, value $82,096,106.

    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 838,845 shares
    Change vs previous 13F -21,648 shares

    0.64% of the 13F portfolio, value $70,068,718.

    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 860,493 shares
    Change vs previous 13F -2,537 shares

    0.97% of the 13F portfolio, value $86,858,204.

    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 863,030 shares
    Change vs previous 13F +14,836 shares

    1.42% of the 13F portfolio, value $94,924,682.

    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 848,194 shares
    Change vs previous 13F -88,962 shares

    1.92% of the 13F portfolio, value $106,957,225.

    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 937,156 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $127,771,805.

    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).