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Merit Financial Group, LLC: VHT position timeline

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

Merit Financial Group, LLC held 32,984 VHT 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 32,984 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $9,862,496.

    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 32,971 shares
    Change vs previous 13F +1,999 shares

    0.07% of the 13F portfolio, value $8,978,893.

    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 30,972 shares
    Change vs previous 13F +14,111 shares

    0.07% of the 13F portfolio, value $8,915,440.

    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 16,861 shares
    Change vs previous 13F -1,655 shares

    0.04% of the 13F portfolio, value $4,377,030.

    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 18,516 shares
    Change vs previous 13F -145 shares

    0.05% of the 13F portfolio, value $4,598,151.

    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 18,661 shares
    Change vs previous 13F +4,204 shares

    0.07% of the 13F portfolio, value $4,939,994.

    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 14,457 shares
    Change vs previous 13F -894 shares

    0.07% of the 13F portfolio, value $3,667,591.

    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 15,351 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,331,934.

    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).