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Merit Financial Group, LLC: XAODX position timeline

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

Merit Financial Group, LLC held 71,923 XAODX 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 71,923 shares
    Change vs previous 13F -2,332 shares

    <0.01% of the 13F portfolio, value $741,526.

    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 74,255 shares
    Change vs previous 13F -6,964 shares

    0.01% of the 13F portfolio, value $683,889.

    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 81,219 shares
    Change vs previous 13F -4,383 shares

    0.01% of the 13F portfolio, value $791,890.

    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 85,602 shares
    Change vs previous 13F -2,211 shares

    0.01% of the 13F portfolio, value $809,798.

    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 87,813 shares
    Change vs previous 13F +30,778 shares

    0.01% of the 13F portfolio, value $778,024.

    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 57,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $478,526.

    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).