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Disclosery

Merit Financial Group, LLC: XLB position timeline

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

Merit Financial Group, LLC held 145,926 XLB 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 145,926 shares
    Change vs previous 13F -1,462 shares

    0.05% of the 13F portfolio, value $7,417,384.

    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 147,388 shares
    Change vs previous 13F +6,718 shares

    0.05% of the 13F portfolio, value $7,364,955.

    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 140,670 shares
    Change vs previous 13F +119,550 shares

    0.05% of the 13F portfolio, value $6,379,383.

    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 21,120 shares
    Change vs previous 13F -1,241 shares

    0.02% of the 13F portfolio, value $1,892,815.

    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 22,361 shares
    Change vs previous 13F -36,338 shares

    0.02% of the 13F portfolio, value $1,963,552.

    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 58,699 shares
    Change vs previous 13F +2,221 shares

    0.08% of the 13F portfolio, value $5,046,929.

    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 56,478 shares
    Change vs previous 13F +38,653 shares

    0.09% of the 13F portfolio, value $4,752,053.

    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 17,825 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,717,939.

    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).