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Disclosery

Merit Financial Group, LLC: VTRS position timeline

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

Merit Financial Group, LLC held 74,483 VTRS 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 74,483 shares
    Change vs previous 13F +11,172 shares

    0.01% of the 13F portfolio, value $1,182,795.

    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 63,311 shares
    Change vs previous 13F +5,056 shares

    0.01% of the 13F portfolio, value $855,323.

    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 58,255 shares
    Change vs previous 13F +2,856 shares

    0.01% of the 13F portfolio, value $725,275.

    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 55,399 shares
    Change vs previous 13F +14,156 shares

    0.01% of the 13F portfolio, value $548,453.

    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 41,243 shares
    Change vs previous 13F +22,569 shares

    <0.01% of the 13F portfolio, value $368,299.

    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 18,674 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $162,650.

    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).