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Merit Financial Group, LLC: USFR position timeline

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

Merit Financial Group, LLC held 537,614 USFR 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 537,614 shares
    Change vs previous 13F +156,691 shares

    0.17% of the 13F portfolio, value $27,068,890.

    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 380,923 shares
    Change vs previous 13F +112,552 shares

    0.14% of the 13F portfolio, value $19,175,688.

    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 268,371 shares
    Change vs previous 13F +45,556 shares

    0.11% of the 13F portfolio, value $13,504,437.

    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 222,815 shares
    Change vs previous 13F -1,051 shares

    0.1% of the 13F portfolio, value $11,200,889.

    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 223,866 shares
    Change vs previous 13F +36,624 shares

    0.13% of the 13F portfolio, value $11,262,704.

    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 187,242 shares
    Change vs previous 13F -61,517 shares

    0.14% of the 13F portfolio, value $9,423,906.

    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 248,759 shares
    Change vs previous 13F +34,756 shares

    0.23% of the 13F portfolio, value $12,517,552.

    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 214,003 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,747,239.

    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).