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Disclosery

Merit Financial Group, LLC: VO position timeline

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

Merit Financial Group, LLC held 1,674,384 VO 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 1,674,384 shares
    Change vs previous 13F +1,315,611 shares

    0.84% of the 13F portfolio, value $134,905,192.

    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 358,773 shares
    Change vs previous 13F +45,536 shares

    0.77% of the 13F portfolio, value $103,032,403.

    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 313,237 shares
    Change vs previous 13F +59,116 shares

    0.73% of the 13F portfolio, value $90,907,635.

    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 254,121 shares
    Change vs previous 13F +57,086 shares

    0.69% of the 13F portfolio, value $74,645,533.

    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 197,035 shares
    Change vs previous 13F +43,089 shares

    0.62% of the 13F portfolio, value $55,136,270.

    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 153,946 shares
    Change vs previous 13F +96,228 shares

    0.6% of the 13F portfolio, value $39,813,387.

    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 57,718 shares
    Change vs previous 13F +7,112 shares

    0.27% of the 13F portfolio, value $15,244,999.

    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 50,606 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $13,351,476.

    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).