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Disclosery

Merit Financial Group, LLC: VB position timeline

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

Merit Financial Group, LLC held 329,358 VB 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 329,358 shares
    Change vs previous 13F +19,065 shares

    0.62% of the 13F portfolio, value $99,834,947.

    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 310,293 shares
    Change vs previous 13F +24,033 shares

    0.6% of the 13F portfolio, value $81,271,950.

    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 286,260 shares
    Change vs previous 13F +27,673 shares

    0.59% of the 13F portfolio, value $73,840,553.

    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 258,587 shares
    Change vs previous 13F +45,273 shares

    0.6% of the 13F portfolio, value $65,753,539.

    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 213,314 shares
    Change vs previous 13F +35,428 shares

    0.56% of the 13F portfolio, value $50,551,090.

    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 177,886 shares
    Change vs previous 13F +95,664 shares

    0.59% of the 13F portfolio, value $39,446,263.

    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 82,222 shares
    Change vs previous 13F +6,512 shares

    0.36% of the 13F portfolio, value $19,756,208.

    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 75,710 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $17,959,198.

    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).