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Merit Financial Group, LLC: WCC position timeline

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

Merit Financial Group, LLC held 2,709 WCC 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 2,709 shares
    Change vs previous 13F +280 shares

    0.01% of the 13F portfolio, value $935,766.

    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 2,429 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $664,596.

    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 2,462 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $602,248.

    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 1,862 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $393,754.

    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 1,761 shares
    Change vs previous 13F -2,442 shares

    <0.01% of the 13F portfolio, value $326,077.

    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 4,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $652,668.

    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).