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Disclosery

Merit Financial Group, LLC: USCI position timeline

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

Merit Financial Group, LLC held 8,238 USCI 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 8,238 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $763,168.

    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 8,238 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $785,223.

    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 8,238 shares
    Change vs previous 13F -156 shares

    0.01% of the 13F portfolio, value $639,351.

    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 8,394 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $653,851.

    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 8,674 shares
    Change vs previous 13F -417 shares

    0.01% of the 13F portfolio, value $635,692.

    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 9,091 shares
    Change vs previous 13F -393 shares

    0.01% of the 13F portfolio, value $655,673.

    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 9,484 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $625,754.

    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).