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Disclosery

Merit Financial Group, LLC: VLO position timeline

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

Merit Financial Group, LLC held 25,063 VLO 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 25,063 shares
    Change vs previous 13F +5,194 shares

    0.04% of the 13F portfolio, value $6,527,586.

    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 19,869 shares
    Change vs previous 13F +728 shares

    0.04% of the 13F portfolio, value $4,909,440.

    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 19,141 shares
    Change vs previous 13F +2,780 shares

    0.03% of the 13F portfolio, value $3,116,028.

    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 16,361 shares
    Change vs previous 13F +869 shares

    0.03% of the 13F portfolio, value $2,785,706.

    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 15,492 shares
    Change vs previous 13F +1,643 shares

    0.02% of the 13F portfolio, value $2,082,485.

    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 13,849 shares
    Change vs previous 13F +6,966 shares

    0.03% of the 13F portfolio, value $1,829,083.

    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 6,883 shares
    Change vs previous 13F +1,899 shares

    0.02% of the 13F portfolio, value $843,833.

    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 4,984 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $672,959.

    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).