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Disclosery

Merit Financial Group, LLC: VTR position timeline

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

Merit Financial Group, LLC held 44,209 VTR 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 44,209 shares
    Change vs previous 13F +1,077 shares

    0.02% of the 13F portfolio, value $3,925,767.

    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 43,132 shares
    Change vs previous 13F +343 shares

    0.03% of the 13F portfolio, value $3,527,357.

    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 42,789 shares
    Change vs previous 13F +13,506 shares

    0.03% of the 13F portfolio, value $3,311,000.

    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 29,283 shares
    Change vs previous 13F +5,309 shares

    0.02% of the 13F portfolio, value $2,049,566.

    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 23,974 shares
    Change vs previous 13F -2,677 shares

    0.02% of the 13F portfolio, value $1,513,988.

    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 26,651 shares
    Change vs previous 13F +5,548 shares

    0.03% of the 13F portfolio, value $1,832,502.

    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 21,103 shares
    Change vs previous 13F +5,115 shares

    0.02% of the 13F portfolio, value $1,242,776.

    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 15,988 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,025,322.

    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).