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Merit Financial Group, LLC: USIG position timeline

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

Merit Financial Group, LLC held 166,298 USIG 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 166,298 shares
    Change vs previous 13F -190,039 shares

    0.05% of the 13F portfolio, value $8,529,411.

    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 356,337 shares
    Change vs previous 13F -966,240 shares

    0.14% of the 13F portfolio, value $18,255,167.

    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 1,322,577 shares
    Change vs previous 13F +87,074 shares

    0.55% of the 13F portfolio, value $68,469,789.

    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 1,235,503 shares
    Change vs previous 13F +32,866 shares

    0.59% of the 13F portfolio, value $64,517,975.

    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 1,202,637 shares
    Change vs previous 13F +50,749 shares

    0.69% of the 13F portfolio, value $61,863,653.

    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 1,151,888 shares
    Change vs previous 13F -160,655 shares

    0.88% of the 13F portfolio, value $58,838,464.

    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 1,312,543 shares
    Change vs previous 13F +69,709 shares

    1.19% of the 13F portfolio, value $65,994,649.

    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 1,242,834 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $65,348,202.

    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).