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Disclosery

Merit Financial Group, LLC: VLU position timeline

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

Merit Financial Group, LLC held 8,377 VLU 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 8,377 shares
    Change vs previous 13F -274 shares

    0.01% of the 13F portfolio, value $1,995,402.

    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 8,651 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $1,859,765.

    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 8,635 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $1,818,770.

    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 8,617 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $1,758,839.

    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 8,599 shares
    Change vs previous 13F -120 shares

    0.02% of the 13F portfolio, value $1,652,242.

    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 8,719 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $1,602,761.

    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 8,701 shares
    Change vs previous 13F +607 shares

    0.03% of the 13F portfolio, value $1,601,327.

    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 8,094 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,492,748.

    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).