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Disclosery

Merit Financial Group, LLC: VOE position timeline

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

Merit Financial Group, LLC held 38,193 VOE 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 38,193 shares
    Change vs previous 13F -442 shares

    0.05% of the 13F portfolio, value $7,547,028.

    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 38,635 shares
    Change vs previous 13F +2,437 shares

    0.05% of the 13F portfolio, value $7,119,614.

    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 36,198 shares
    Change vs previous 13F -504 shares

    0.05% of the 13F portfolio, value $6,420,410.

    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 36,702 shares
    Change vs previous 13F -3,454 shares

    0.06% of the 13F portfolio, value $6,407,552.

    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 40,156 shares
    Change vs previous 13F +7,675 shares

    0.07% of the 13F portfolio, value $6,603,994.

    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 32,481 shares
    Change vs previous 13F -31,748 shares

    0.08% of the 13F portfolio, value $5,214,575.

    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 64,229 shares
    Change vs previous 13F +2,181 shares

    0.19% of the 13F portfolio, value $10,390,343.

    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 62,048 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,403,627.

    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).