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Merit Financial Group, LLC: VFMO position timeline

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

Merit Financial Group, LLC held 21,013 VFMO 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 21,013 shares
    Change vs previous 13F -5,543 shares

    0.03% of the 13F portfolio, value $5,243,030.

    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 26,556 shares
    Change vs previous 13F -317 shares

    0.04% of the 13F portfolio, value $5,234,210.

    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 26,873 shares
    Change vs previous 13F +7,673 shares

    0.04% of the 13F portfolio, value $5,139,496.

    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 19,200 shares
    Change vs previous 13F +1,301 shares

    0.03% of the 13F portfolio, value $3,678,655.

    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 17,899 shares
    Change vs previous 13F +3,930 shares

    0.03% of the 13F portfolio, value $3,087,962.

    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 13,969 shares
    Change vs previous 13F +2,591 shares

    0.03% of the 13F portfolio, value $2,119,237.

    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 11,378 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,870,202.

    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).