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Disclosery

Merit Financial Group, LLC: WEC position timeline

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

Merit Financial Group, LLC held 78,182 WEC 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 78,182 shares
    Change vs previous 13F +2,608 shares

    0.06% of the 13F portfolio, value $9,129,375.

    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 75,574 shares
    Change vs previous 13F +8,666 shares

    0.07% of the 13F portfolio, value $8,749,219.

    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 66,908 shares
    Change vs previous 13F +6,264 shares

    0.06% of the 13F portfolio, value $7,056,120.

    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 60,644 shares
    Change vs previous 13F +3,422 shares

    0.06% of the 13F portfolio, value $6,949,283.

    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 57,222 shares
    Change vs previous 13F +37,682 shares

    0.07% of the 13F portfolio, value $5,962,544.

    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 19,540 shares
    Change vs previous 13F +3,549 shares

    0.03% of the 13F portfolio, value $2,129,427.

    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 15,991 shares
    Change vs previous 13F +5,069 shares

    0.03% of the 13F portfolio, value $1,503,788.

    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 10,922 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,050,476.

    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).