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Disclosery

Merit Financial Group, LLC: WMT position timeline

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

Merit Financial Group, LLC held 451,779 WMT 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 451,779 shares
    Change vs previous 13F +58,750 shares

    0.32% of the 13F portfolio, value $51,168,586.

    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 393,029 shares
    Change vs previous 13F +53,014 shares

    0.36% of the 13F portfolio, value $48,845,618.

    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 340,015 shares
    Change vs previous 13F +31,577 shares

    0.3% of the 13F portfolio, value $37,881,144.

    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 308,438 shares
    Change vs previous 13F +55,340 shares

    0.29% of the 13F portfolio, value $31,787,727.

    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 253,098 shares
    Change vs previous 13F +93,768 shares

    0.28% of the 13F portfolio, value $24,747,909.

    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 159,330 shares
    Change vs previous 13F +13,895 shares

    0.21% of the 13F portfolio, value $13,987,540.

    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 145,435 shares
    Change vs previous 13F +38,285 shares

    0.24% of the 13F portfolio, value $13,140,069.

    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 107,150 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,652,377.

    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).