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Disclosery

Merit Financial Group, LLC: UTF position timeline

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

Merit Financial Group, LLC held 20,429 UTF 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 20,429 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $563,626.

    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 20,405 shares
    Change vs previous 13F +634 shares

    <0.01% of the 13F portfolio, value $528,087.

    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 19,771 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $476,675.

    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 19,721 shares
    Change vs previous 13F -547 shares

    <0.01% of the 13F portfolio, value $489,090.

    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 20,268 shares
    Change vs previous 13F +1,301 shares

    0.01% of the 13F portfolio, value $546,223.

    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 18,967 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $484,607.

    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 18,967 shares
    Change vs previous 13F +2,500 shares

    0.01% of the 13F portfolio, value $455,967.

    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 16,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $428,636.

    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).