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Merit Financial Group, LLC: VIG position timeline

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

Merit Financial Group, LLC held 81,124 VIG 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 81,124 shares
    Change vs previous 13F -2,027 shares

    0.12% of the 13F portfolio, value $19,195,625.

    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 83,151 shares
    Change vs previous 13F +6,541 shares

    0.13% of the 13F portfolio, value $17,882,359.

    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 76,610 shares
    Change vs previous 13F +3,289 shares

    0.14% of the 13F portfolio, value $16,837,269.

    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 73,321 shares
    Change vs previous 13F +1,396 shares

    0.15% of the 13F portfolio, value $15,821,875.

    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 71,925 shares
    Change vs previous 13F +6,506 shares

    0.16% of the 13F portfolio, value $14,720,835.

    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 65,419 shares
    Change vs previous 13F +9,762 shares

    0.19% of the 13F portfolio, value $12,690,567.

    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 55,657 shares
    Change vs previous 13F -1,690 shares

    0.2% of the 13F portfolio, value $10,899,376.

    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 57,347 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $11,358,212.

    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).