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Merit Financial Group, LLC: VYM position timeline

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

Merit Financial Group, LLC held 294,968 VYM 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 294,968 shares
    Change vs previous 13F +4,063 shares

    0.29% of the 13F portfolio, value $46,613,796.

    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 290,905 shares
    Change vs previous 13F +12,426 shares

    0.32% of the 13F portfolio, value $43,083,063.

    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 278,479 shares
    Change vs previous 13F +6,776 shares

    0.32% of the 13F portfolio, value $39,967,304.

    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 271,703 shares
    Change vs previous 13F +11,821 shares

    0.35% of the 13F portfolio, value $38,296,526.

    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 259,882 shares
    Change vs previous 13F +38,314 shares

    0.39% of the 13F portfolio, value $34,644,861.

    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 221,568 shares
    Change vs previous 13F +87,209 shares

    0.43% of the 13F portfolio, value $28,573,440.

    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 134,359 shares
    Change vs previous 13F +7,520 shares

    0.31% of the 13F portfolio, value $17,142,825.

    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 126,839 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $16,260,781.

    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).