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Disclosery

Merit Financial Group, LLC: XLI position timeline

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

Merit Financial Group, LLC held 47,895 XLI 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 47,895 shares
    Change vs previous 13F -564 shares

    0.06% of the 13F portfolio, value $8,871,639.

    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 48,459 shares
    Change vs previous 13F +2,288 shares

    0.06% of the 13F portfolio, value $7,837,210.

    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 46,171 shares
    Change vs previous 13F +4,264 shares

    0.06% of the 13F portfolio, value $7,162,057.

    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 41,907 shares
    Change vs previous 13F +6,220 shares

    0.06% of the 13F portfolio, value $6,463,346.

    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 35,687 shares
    Change vs previous 13F -5,101 shares

    0.06% of the 13F portfolio, value $5,264,526.

    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 40,788 shares
    Change vs previous 13F -15,058 shares

    0.08% of the 13F portfolio, value $5,346,109.

    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 55,846 shares
    Change vs previous 13F -982 shares

    0.13% of the 13F portfolio, value $7,358,263.

    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 56,828 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,696,752.

    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).