Skip to content
Disclosery

Merit Financial Group, LLC: VTEB position timeline

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

Merit Financial Group, LLC held 694,370 VTEB 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 694,370 shares
    Change vs previous 13F +139,527 shares

    0.22% of the 13F portfolio, value $35,121,209.

    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 554,843 shares
    Change vs previous 13F +272,404 shares

    0.21% of the 13F portfolio, value $27,681,133.

    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 282,439 shares
    Change vs previous 13F -25,793 shares

    0.11% of the 13F portfolio, value $14,203,881.

    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 308,232 shares
    Change vs previous 13F -46,152 shares

    0.14% of the 13F portfolio, value $15,433,159.

    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 354,384 shares
    Change vs previous 13F +140,109 shares

    0.19% of the 13F portfolio, value $17,375,429.

    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 214,275 shares
    Change vs previous 13F +78,723 shares

    0.16% of the 13F portfolio, value $10,632,350.

    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 135,552 shares
    Change vs previous 13F +10,181 shares

    0.12% of the 13F portfolio, value $6,795,240.

    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 125,371 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,408,943.

    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).