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Disclosery

Merit Financial Group, LLC: VLTO position timeline

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

Merit Financial Group, LLC held 9,337 VLTO 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 9,337 shares
    Change vs previous 13F +1,573 shares

    0.01% of the 13F portfolio, value $827,909.

    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 7,764 shares
    Change vs previous 13F -7,836 shares

    0.01% of the 13F portfolio, value $686,488.

    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 15,600 shares
    Change vs previous 13F +1,475 shares

    0.01% of the 13F portfolio, value $1,556,597.

    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 14,125 shares
    Change vs previous 13F +4,279 shares

    0.01% of the 13F portfolio, value $1,505,861.

    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 9,846 shares
    Change vs previous 13F +4,310 shares

    0.01% of the 13F portfolio, value $993,917.

    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 5,536 shares
    Change vs previous 13F +1,979 shares

    0.01% of the 13F portfolio, value $539,460.

    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 3,557 shares
    Change vs previous 13F +1,425 shares

    0.01% of the 13F portfolio, value $362,232.

    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 2,132 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,493.

    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).