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Disclosery

Merit Financial Group, LLC: VBR position timeline

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

Merit Financial Group, LLC held 127,220 VBR 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 127,220 shares
    Change vs previous 13F -14,175 shares

    0.19% of the 13F portfolio, value $30,913,183.

    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 141,395 shares
    Change vs previous 13F -2,494 shares

    0.23% of the 13F portfolio, value $30,718,226.

    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 143,889 shares
    Change vs previous 13F -16,853 shares

    0.24% of the 13F portfolio, value $30,474,301.

    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 160,742 shares
    Change vs previous 13F -8,844 shares

    0.31% of the 13F portfolio, value $33,548,621.

    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 169,586 shares
    Change vs previous 13F +136,943 shares

    0.37% of the 13F portfolio, value $33,070,892.

    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 32,643 shares
    Change vs previous 13F -21,992 shares

    0.09% of the 13F portfolio, value $6,080,975.

    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 54,635 shares
    Change vs previous 13F +3,665 shares

    0.19% of the 13F portfolio, value $10,827,495.

    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 50,970 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,233,820.

    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).