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Merit Financial Group, LLC: VNQ position timeline

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

Merit Financial Group, LLC held 62,402 VNQ 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 62,402 shares
    Change vs previous 13F -3,005 shares

    0.04% of the 13F portfolio, value $6,017,480.

    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 65,407 shares
    Change vs previous 13F -124 shares

    0.04% of the 13F portfolio, value $5,801,635.

    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 65,531 shares
    Change vs previous 13F -2,876 shares

    0.05% of the 13F portfolio, value $5,798,842.

    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 68,407 shares
    Change vs previous 13F +13,637 shares

    0.06% of the 13F portfolio, value $6,253,714.

    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 54,770 shares
    Change vs previous 13F +6,090 shares

    0.05% of the 13F portfolio, value $4,877,777.

    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 48,680 shares
    Change vs previous 13F +15,602 shares

    0.07% of the 13F portfolio, value $4,407,497.

    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 33,078 shares
    Change vs previous 13F +3,671 shares

    0.05% of the 13F portfolio, value $2,946,553.

    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 29,407 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,864,872.

    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).