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Merit Financial Group, LLC: XCEM position timeline

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

Merit Financial Group, LLC held 24,523 XCEM 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 24,523 shares
    Change vs previous 13F -91 shares

    0.01% of the 13F portfolio, value $1,296,788.

    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 24,614 shares
    Change vs previous 13F -2,913 shares

    0.01% of the 13F portfolio, value $1,004,516.

    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 27,527 shares
    Change vs previous 13F -3,285 shares

    0.01% of the 13F portfolio, value $1,055,925.

    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 30,812 shares
    Change vs previous 13F -5,882 shares

    0.01% of the 13F portfolio, value $1,119,405.

    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 36,694 shares
    Change vs previous 13F -6,581 shares

    0.01% of the 13F portfolio, value $1,254,195.

    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 43,275 shares
    Change vs previous 13F -72,852 shares

    0.02% of the 13F portfolio, value $1,278,137.

    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 116,127 shares
    Change vs previous 13F +8,426 shares

    0.06% of the 13F portfolio, value $3,437,371.

    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 107,701 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,518,592.

    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).