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Disclosery

Merit Financial Group, LLC: XLC position timeline

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

Merit Financial Group, LLC held 58,262 XLC 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 58,262 shares
    Change vs previous 13F -19,335 shares

    0.04% of the 13F portfolio, value $6,241,664.

    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 77,597 shares
    Change vs previous 13F +16,470 shares

    0.06% of the 13F portfolio, value $8,602,410.

    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 61,127 shares
    Change vs previous 13F +2,652 shares

    0.06% of the 13F portfolio, value $7,195,879.

    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 58,475 shares
    Change vs previous 13F -21,518 shares

    0.06% of the 13F portfolio, value $6,921,678.

    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 79,993 shares
    Change vs previous 13F -10,251 shares

    0.1% of the 13F portfolio, value $8,681,613.

    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 90,244 shares
    Change vs previous 13F -32,067 shares

    0.13% of the 13F portfolio, value $8,703,999.

    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 122,311 shares
    Change vs previous 13F +6,153 shares

    0.21% of the 13F portfolio, value $11,840,922.

    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 116,158 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,500,689.

    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).