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Disclosery

Merit Financial Group, LLC: VOT position timeline

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

Merit Financial Group, LLC held 21,300 VOT 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 21,300 shares
    Change vs previous 13F -362 shares

    0.04% of the 13F portfolio, value $6,524,372.

    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 21,662 shares
    Change vs previous 13F -407 shares

    0.04% of the 13F portfolio, value $5,574,811.

    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 22,069 shares
    Change vs previous 13F +798 shares

    0.05% of the 13F portfolio, value $6,160,364.

    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 21,271 shares
    Change vs previous 13F -2,001 shares

    0.06% of the 13F portfolio, value $6,249,219.

    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 23,272 shares
    Change vs previous 13F +5,104 shares

    0.07% of the 13F portfolio, value $6,618,350.

    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 18,168 shares
    Change vs previous 13F -14,033 shares

    0.07% of the 13F portfolio, value $4,444,564.

    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 32,201 shares
    Change vs previous 13F +4,434 shares

    0.15% of the 13F portfolio, value $8,171,040.

    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 27,767 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,760,482.

    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).