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Merit Financial Group, LLC: XEVVX position timeline

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

Merit Financial Group, LLC held 51,630 XEVVX 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 51,630 shares
    Change vs previous 13F -6,225 shares

    <0.01% of the 13F portfolio, value $483,769.

    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 57,855 shares
    Change vs previous 13F +496 shares

    <0.01% of the 13F portfolio, value $546,734.

    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 57,359 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $568,425.

    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 57,635 shares
    Change vs previous 13F -4,569 shares

    0.01% of the 13F portfolio, value $584,999.

    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 62,204 shares
    Change vs previous 13F +2,593 shares

    0.01% of the 13F portfolio, value $638,217.

    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 59,611 shares
    Change vs previous 13F +519 shares

    0.01% of the 13F portfolio, value $594,915.

    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 59,092 shares
    Change vs previous 13F +10,910 shares

    0.01% of the 13F portfolio, value $577,331.

    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 48,182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $506,395.

    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).