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Merit Financial Group, LLC: USTB position timeline

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

Merit Financial Group, LLC held 2,939,884 USTB 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 2,939,884 shares
    Change vs previous 13F +116,973 shares

    0.92% of the 13F portfolio, value $148,816,907.

    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 2,822,911 shares
    Change vs previous 13F +224,216 shares

    1.06% of the 13F portfolio, value $142,782,828.

    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 2,598,695 shares
    Change vs previous 13F +167,898 shares

    1.06% of the 13F portfolio, value $132,117,629.

    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 2,430,797 shares
    Change vs previous 13F +2,389,445 shares

    1.14% of the 13F portfolio, value $123,946,334.

    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 41,352 shares
    Change vs previous 13F -8,669 shares

    0.02% of the 13F portfolio, value $2,101,509.

    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 50,021 shares
    Change vs previous 13F -4,642 shares

    0.04% of the 13F portfolio, value $2,533,564.

    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 54,663 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,744,083.

    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).