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Disclosery

Merit Financial Group, LLC: WELL position timeline

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

Merit Financial Group, LLC held 34,745 WELL 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 34,745 shares
    Change vs previous 13F +1,025 shares

    0.05% of the 13F portfolio, value $7,885,927.

    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 33,720 shares
    Change vs previous 13F +1,603 shares

    0.05% of the 13F portfolio, value $6,666,712.

    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 32,117 shares
    Change vs previous 13F +2,470 shares

    0.05% of the 13F portfolio, value $5,961,182.

    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 29,647 shares
    Change vs previous 13F +1,786 shares

    0.05% of the 13F portfolio, value $5,281,560.

    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 27,861 shares
    Change vs previous 13F +2,575 shares

    0.05% of the 13F portfolio, value $4,283,076.

    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 25,286 shares
    Change vs previous 13F +729 shares

    0.06% of the 13F portfolio, value $3,874,079.

    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 24,557 shares
    Change vs previous 13F +4,491 shares

    0.06% of the 13F portfolio, value $3,094,921.

    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 20,066 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,569,019.

    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).