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Merit Financial Group, LLC: VMBS position timeline

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

Merit Financial Group, LLC held 1,619,728 VMBS 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 1,619,728 shares
    Change vs previous 13F +262,360 shares

    0.47% of the 13F portfolio, value $75,819,443.

    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 1,357,368 shares
    Change vs previous 13F +123,308 shares

    0.47% of the 13F portfolio, value $63,728,385.

    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 1,234,060 shares
    Change vs previous 13F +324,265 shares

    0.47% of the 13F portfolio, value $58,099,572.

    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 909,795 shares
    Change vs previous 13F +284,118 shares

    0.39% of the 13F portfolio, value $42,723,995.

    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 625,677 shares
    Change vs previous 13F +97,794 shares

    0.32% of the 13F portfolio, value $28,993,859.

    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 527,883 shares
    Change vs previous 13F +152,405 shares

    0.37% of the 13F portfolio, value $24,446,257.

    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 375,478 shares
    Change vs previous 13F +46,513 shares

    0.31% of the 13F portfolio, value $17,024,164.

    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 328,965 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $15,530,450.

    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).