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Disclosery

Merit Financial Group, LLC: XHB position timeline

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

Merit Financial Group, LLC held 6,763 XHB 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 6,763 shares
    Change vs previous 13F +837 shares

    <0.01% of the 13F portfolio, value $781,515.

    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 5,926 shares
    Change vs previous 13F +2,646 shares

    <0.01% of the 13F portfolio, value $584,985.

    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 3,280 shares
    Change vs previous 13F -3,121 shares

    <0.01% of the 13F portfolio, value $337,731.

    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 6,401 shares
    Change vs previous 13F -12,991 shares

    0.01% of the 13F portfolio, value $709,185.

    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 19,392 shares
    Change vs previous 13F -1,284 shares

    0.02% of the 13F portfolio, value $1,911,453.

    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 20,676 shares
    Change vs previous 13F -1,530 shares

    0.03% of the 13F portfolio, value $2,003,522.

    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 22,206 shares
    Change vs previous 13F -288 shares

    0.04% of the 13F portfolio, value $2,320,509.

    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 22,494 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,801,905.

    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).