Skip to content
Disclosery

Merit Financial Group, LLC: XLE position timeline

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

Merit Financial Group, LLC held 284,961 XLE 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 284,961 shares
    Change vs previous 13F +3,632 shares

    0.09% of the 13F portfolio, value $15,134,294.

    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 281,329 shares
    Change vs previous 13F +15,847 shares

    0.13% of the 13F portfolio, value $17,234,218.

    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 265,482 shares
    Change vs previous 13F +193,823 shares

    0.1% of the 13F portfolio, value $11,869,672.

    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 71,659 shares
    Change vs previous 13F +1,269 shares

    0.06% of the 13F portfolio, value $6,402,065.

    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 70,390 shares
    Change vs previous 13F -12,832 shares

    0.07% of the 13F portfolio, value $5,969,783.

    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 83,222 shares
    Change vs previous 13F -31,824 shares

    0.12% of the 13F portfolio, value $7,777,118.

    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 115,046 shares
    Change vs previous 13F +72 shares

    0.18% of the 13F portfolio, value $9,854,870.

    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 114,974 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,094,722.

    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).