Skip to content

Merit Financial Group, LLC: WDI position timeline

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

Merit Financial Group, LLC held 11,262 WDI 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 11,262 shares
    Change vs previous 13F +514 shares

    <0.01% of the 13F portfolio, value $152,713.

    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 10,748 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $144,453.

    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 10,507 shares
    Change vs previous 13F -571 shares

    <0.01% of the 13F portfolio, value $145,102.

    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 11,078 shares
    Change vs previous 13F -542 shares

    <0.01% of the 13F portfolio, value $162,957.

    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 11,620 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $172,441.

    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).