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Disclosery

Merit Financial Group, LLC: XLF position timeline

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

Merit Financial Group, LLC held 356,854 XLF 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 356,854 shares
    Change vs previous 13F +20,305 shares

    0.12% of the 13F portfolio, value $19,130,906.

    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 336,549 shares
    Change vs previous 13F +38,036 shares

    0.12% of the 13F portfolio, value $16,615,427.

    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 298,513 shares
    Change vs previous 13F +68,267 shares

    0.13% of the 13F portfolio, value $16,349,583.

    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 230,246 shares
    Change vs previous 13F -14,463 shares

    0.11% of the 13F portfolio, value $12,403,351.

    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 244,709 shares
    Change vs previous 13F -4,581 shares

    0.14% of the 13F portfolio, value $12,815,432.

    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 249,290 shares
    Change vs previous 13F -72,923 shares

    0.19% of the 13F portfolio, value $12,417,158.

    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 322,213 shares
    Change vs previous 13F +6,051 shares

    0.28% of the 13F portfolio, value $15,572,537.

    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 316,162 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,328,448.

    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).