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Merit Financial Group, LLC: VYMI position timeline

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

Merit Financial Group, LLC held 87,040 VYMI 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 87,040 shares
    Change vs previous 13F -6,254 shares

    0.05% of the 13F portfolio, value $8,547,346.

    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 93,294 shares
    Change vs previous 13F -3,314 shares

    0.07% of the 13F portfolio, value $8,791,986.

    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 96,608 shares
    Change vs previous 13F -490 shares

    0.07% of the 13F portfolio, value $8,694,757.

    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 97,098 shares
    Change vs previous 13F -291 shares

    0.08% of the 13F portfolio, value $8,222,253.

    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 97,389 shares
    Change vs previous 13F +7,677 shares

    0.09% of the 13F portfolio, value $7,801,857.

    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 89,712 shares
    Change vs previous 13F +84,021 shares

    0.1% of the 13F portfolio, value $6,610,880.

    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 5,691 shares
    Change vs previous 13F -4,409 shares

    0.01% of the 13F portfolio, value $386,315.

    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 10,100 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $741,559.

    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).