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
- period ended2026-06-3013F/A 11,262 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,748 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,507 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 11,078 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,620 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).