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Disclosery

Merit Financial Group, LLC: XLG position timeline

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

Merit Financial Group, LLC held 22,766 XLG 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 22,766 shares
    Change vs previous 13F -1,051 shares

    0.01% of the 13F portfolio, value $1,393,966.

    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 23,817 shares
    Change vs previous 13F -614 shares

    0.01% of the 13F portfolio, value $1,299,196.

    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 24,431 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $1,448,269.

    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 24,312 shares
    Change vs previous 13F -1,111 shares

    0.01% of the 13F portfolio, value $1,398,380.

    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 25,423 shares
    Change vs previous 13F -1,410 shares

    0.01% of the 13F portfolio, value $1,324,553.

    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 26,833 shares
    Change vs previous 13F +6,775 shares

    0.02% of the 13F portfolio, value $1,234,877.

    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 20,058 shares
    Change vs previous 13F +5,486 shares

    0.02% of the 13F portfolio, value $1,002,106.

    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 14,572 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $692,630.

    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).