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Disclosery

Merit Financial Group, LLC: XBOEX position timeline

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

Merit Financial Group, LLC held 27,626 XBOEX 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 27,626 shares
    Change vs previous 13F +931 shares

    <0.01% of the 13F portfolio, value $333,998.

    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 26,695 shares
    Change vs previous 13F +2,316 shares

    <0.01% of the 13F portfolio, value $292,577.

    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 24,379 shares
    Change vs previous 13F +1,771 shares

    <0.01% of the 13F portfolio, value $285,478.

    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 22,608 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $261,575.

    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 22,585 shares
    Change vs previous 13F +7,851 shares

    <0.01% of the 13F portfolio, value $256,340.

    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 14,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $159,864.

    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).