Skip to content
Disclosery

Merit Financial Group, LLC: USHY position timeline

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

Merit Financial Group, LLC held 69,783 USHY 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 69,783 shares
    Change vs previous 13F -73,828 shares

    0.02% of the 13F portfolio, value $2,583,373.

    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 143,611 shares
    Change vs previous 13F +77,503 shares

    0.04% of the 13F portfolio, value $5,290,619.

    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 66,108 shares
    Change vs previous 13F +6,531 shares

    0.02% of the 13F portfolio, value $2,472,139.

    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 59,577 shares
    Change vs previous 13F +8,956 shares

    0.02% of the 13F portfolio, value $2,250,827.

    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 50,621 shares
    Change vs previous 13F -21,795 shares

    0.02% of the 13F portfolio, value $1,898,805.

    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 72,416 shares
    Change vs previous 13F -5,050 shares

    0.04% of the 13F portfolio, value $2,665,619.

    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 77,466 shares
    Change vs previous 13F +10,893 shares

    0.05% of the 13F portfolio, value $2,849,992.

    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 66,573 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,506,484.

    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).