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Disclosery

Merit Financial Group, LLC: WM position timeline

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

Merit Financial Group, LLC held 16,656 WM 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 16,656 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $3,712,568.

    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 16,568 shares
    Change vs previous 13F +595 shares

    0.03% of the 13F portfolio, value $3,807,257.

    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 15,973 shares
    Change vs previous 13F +3,233 shares

    0.03% of the 13F portfolio, value $3,509,467.

    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 12,740 shares
    Change vs previous 13F +836 shares

    0.03% of the 13F portfolio, value $2,813,546.

    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 11,904 shares
    Change vs previous 13F +1,611 shares

    0.03% of the 13F portfolio, value $2,723,931.

    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 10,293 shares
    Change vs previous 13F +1,519 shares

    0.04% of the 13F portfolio, value $2,382,884.

    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 8,774 shares
    Change vs previous 13F +3,003 shares

    0.03% of the 13F portfolio, value $1,770,415.

    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 5,771 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,198,135.

    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).