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Merit Financial Group, LLC: VONG position timeline

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

Merit Financial Group, LLC held 56,826 VONG 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 56,826 shares
    Change vs previous 13F -65,665 shares

    0.05% of the 13F portfolio, value $7,262,858.

    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 122,491 shares
    Change vs previous 13F -36,957 shares

    0.1% of the 13F portfolio, value $13,436,032.

    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 159,448 shares
    Change vs previous 13F +62,623 shares

    0.16% of the 13F portfolio, value $19,412,772.

    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 96,825 shares
    Change vs previous 13F +5,987 shares

    0.11% of the 13F portfolio, value $11,667,427.

    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 90,838 shares
    Change vs previous 13F -14,102 shares

    0.11% of the 13F portfolio, value $9,919,530.

    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 104,940 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $9,737,343.

    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).