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Merit Financial Group, LLC: VEEV position timeline

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

Merit Financial Group, LLC held 37,333 VEEV 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 37,333 shares
    Change vs previous 13F -10,066 shares

    0.04% of the 13F portfolio, value $6,625,384.

    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 47,399 shares
    Change vs previous 13F +2,280 shares

    0.06% of the 13F portfolio, value $8,326,152.

    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 45,119 shares
    Change vs previous 13F -2,353 shares

    0.08% of the 13F portfolio, value $10,071,815.

    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 47,472 shares
    Change vs previous 13F +2,225 shares

    0.13% of the 13F portfolio, value $14,142,395.

    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 45,247 shares
    Change vs previous 13F +5,042 shares

    0.15% of the 13F portfolio, value $13,030,243.

    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 40,205 shares
    Change vs previous 13F +2,395 shares

    0.14% of the 13F portfolio, value $9,312,740.

    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 37,810 shares
    Change vs previous 13F +1,687 shares

    0.14% of the 13F portfolio, value $7,949,603.

    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 36,123 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,581,184.

    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).