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Merit Financial Group, LLC: VTV position timeline

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

Merit Financial Group, LLC held 1,019,302 VTV 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 1,019,302 shares
    Change vs previous 13F +21,611 shares

    1.38% of the 13F portfolio, value $222,136,467.

    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 997,691 shares
    Change vs previous 13F +28,587 shares

    1.46% of the 13F portfolio, value $195,746,967.

    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 969,104 shares
    Change vs previous 13F +76,196 shares

    1.49% of the 13F portfolio, value $185,089,158.

    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 892,908 shares
    Change vs previous 13F +16,934 shares

    1.53% of the 13F portfolio, value $166,518,488.

    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 875,974 shares
    Change vs previous 13F +686,148 shares

    1.73% of the 13F portfolio, value $154,819,574.

    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 189,826 shares
    Change vs previous 13F +49,613 shares

    0.49% of the 13F portfolio, value $32,790,625.

    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 140,213 shares
    Change vs previous 13F -1,250 shares

    0.43% of the 13F portfolio, value $23,738,086.

    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 141,463 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $24,695,119.

    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).