Skip to content
Disclosery

Merit Financial Group, LLC: VOO position timeline

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

Merit Financial Group, LLC held 272,432 VOO 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 272,432 shares
    Change vs previous 13F -2,509 shares

    1.16% of the 13F portfolio, value $187,108,742.

    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 274,941 shares
    Change vs previous 13F -7,118 shares

    1.22% of the 13F portfolio, value $164,291,044.

    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 282,059 shares
    Change vs previous 13F -12,460 shares

    1.42% of the 13F portfolio, value $176,887,903.

    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 294,519 shares
    Change vs previous 13F -5,331 shares

    1.66% of the 13F portfolio, value $180,357,272.

    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 299,850 shares
    Change vs previous 13F -60,373 shares

    1.9% of the 13F portfolio, value $170,323,834.

    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 360,223 shares
    Change vs previous 13F +15,268 shares

    2.77% of the 13F portfolio, value $185,122,313.

    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 344,955 shares
    Change vs previous 13F -146,047 shares

    3.34% of the 13F portfolio, value $185,865,381.

    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 491,002 shares
    Change vs previous 13F not available

    5.8% of the 13F portfolio, value $259,087,048.

    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).