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Merit Financial Group, LLC: V position timeline

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

Merit Financial Group, LLC held 96,047 V 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 96,047 shares
    Change vs previous 13F +4,589 shares

    0.2% of the 13F portfolio, value $32,952,661.

    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 91,458 shares
    Change vs previous 13F +2,435 shares

    0.21% of the 13F portfolio, value $27,642,250.

    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 89,023 shares
    Change vs previous 13F +7,737 shares

    0.25% of the 13F portfolio, value $31,220,608.

    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 81,286 shares
    Change vs previous 13F -1,553 shares

    0.26% of the 13F portfolio, value $27,749,321.

    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 82,839 shares
    Change vs previous 13F +23,809 shares

    0.33% of the 13F portfolio, value $29,411,869.

    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 59,030 shares
    Change vs previous 13F +6,909 shares

    0.31% of the 13F portfolio, value $20,687,631.

    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 52,121 shares
    Change vs previous 13F +12,636 shares

    0.3% of the 13F portfolio, value $16,472,322.

    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 39,485 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,856,322.

    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).