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Merit Financial Group, LLC: USXF position timeline

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

Merit Financial Group, LLC held 38,474 USXF 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 38,474 shares
    Change vs previous 13F +1,728 shares

    0.02% of the 13F portfolio, value $2,672,033.

    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 36,746 shares
    Change vs previous 13F +11,776 shares

    0.02% of the 13F portfolio, value $2,028,354.

    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 24,970 shares
    Change vs previous 13F +6,343 shares

    0.01% of the 13F portfolio, value $1,437,787.

    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 18,627 shares
    Change vs previous 13F -4,877 shares

    0.01% of the 13F portfolio, value $1,067,535.

    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 23,504 shares
    Change vs previous 13F +1,183 shares

    0.01% of the 13F portfolio, value $1,267,589.

    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 22,321 shares
    Change vs previous 13F +18,106 shares

    0.02% of the 13F portfolio, value $1,041,727.

    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 4,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,549.

    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).