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Merit Financial Group, LLC: VGSH position timeline

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

Merit Financial Group, LLC held 61,405 VGSH 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 61,405 shares
    Change vs previous 13F -12,010 shares

    0.02% of the 13F portfolio, value $3,573,749.

    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 73,415 shares
    Change vs previous 13F -17,956 shares

    0.03% of the 13F portfolio, value $4,297,720.

    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 91,371 shares
    Change vs previous 13F -11,662 shares

    0.04% of the 13F portfolio, value $5,366,210.

    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 103,033 shares
    Change vs previous 13F -555,054 shares

    0.06% of the 13F portfolio, value $6,063,469.

    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 658,087 shares
    Change vs previous 13F -27,993 shares

    0.43% of the 13F portfolio, value $38,682,332.

    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 686,080 shares
    Change vs previous 13F -237,110 shares

    0.6% of the 13F portfolio, value $40,266,016.

    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 923,190 shares
    Change vs previous 13F +47,961 shares

    0.97% of the 13F portfolio, value $53,711,208.

    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 875,229 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $51,656,038.

    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).