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Disclosery

Merit Financial Group, LLC: VWOB position timeline

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

Merit Financial Group, LLC held 215,899 VWOB 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 215,899 shares
    Change vs previous 13F +32,249 shares

    0.09% of the 13F portfolio, value $14,517,059.

    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 183,650 shares
    Change vs previous 13F +91,064 shares

    0.09% of the 13F portfolio, value $12,063,946.

    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 92,586 shares
    Change vs previous 13F +1,609 shares

    0.05% of the 13F portfolio, value $6,243,084.

    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 90,977 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $6,086,346.

    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 91,002 shares
    Change vs previous 13F +55,823 shares

    0.07% of the 13F portfolio, value $5,947,000.

    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 35,179 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,258,491.

    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).