Skip to content
Disclosery

Merit Financial Group, LLC: WFC position timeline

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

Merit Financial Group, LLC held 137,030 WFC 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 137,030 shares
    Change vs previous 13F -31,696 shares

    0.07% of the 13F portfolio, value $11,324,111.

    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 168,726 shares
    Change vs previous 13F +253 shares

    0.1% of the 13F portfolio, value $13,432,332.

    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 168,473 shares
    Change vs previous 13F +11,116 shares

    0.13% of the 13F portfolio, value $15,701,622.

    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 157,357 shares
    Change vs previous 13F +6,399 shares

    0.12% of the 13F portfolio, value $13,189,616.

    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 150,958 shares
    Change vs previous 13F +45,483 shares

    0.13% of the 13F portfolio, value $12,094,750.

    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 105,475 shares
    Change vs previous 13F +9,552 shares

    0.11% of the 13F portfolio, value $7,572,044.

    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 95,923 shares
    Change vs previous 13F +8,311 shares

    0.12% of the 13F portfolio, value $6,737,647.

    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 87,612 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,949,204.

    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).