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Disclosery

Merit Financial Group, LLC: VRSK position timeline

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

Merit Financial Group, LLC held 4,393 VRSK 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 4,393 shares
    Change vs previous 13F +926 shares

    <0.01% of the 13F portfolio, value $788,667.

    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 3,467 shares
    Change vs previous 13F -7,051 shares

    <0.01% of the 13F portfolio, value $657,871.

    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 10,518 shares
    Change vs previous 13F +894 shares

    0.02% of the 13F portfolio, value $2,352,855.

    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 9,624 shares
    Change vs previous 13F +1,475 shares

    0.02% of the 13F portfolio, value $2,420,548.

    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 8,149 shares
    Change vs previous 13F +743 shares

    0.03% of the 13F portfolio, value $2,538,525.

    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 7,406 shares
    Change vs previous 13F +1,099 shares

    0.03% of the 13F portfolio, value $2,204,181.

    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 6,307 shares
    Change vs previous 13F +1,693 shares

    0.03% of the 13F portfolio, value $1,737,004.

    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 4,614 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,236,257.

    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).