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Disclosery

Merit Financial Group, LLC: XLK position timeline

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

Merit Financial Group, LLC held 142,007 XLK 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 142,007 shares
    Change vs previous 13F -2,116 shares

    0.17% of the 13F portfolio, value $27,055,052.

    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 144,123 shares
    Change vs previous 13F +23,733 shares

    0.14% of the 13F portfolio, value $19,154,028.

    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 120,390 shares
    Change vs previous 13F +63,460 shares

    0.14% of the 13F portfolio, value $17,332,430.

    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 56,930 shares
    Change vs previous 13F +2,263 shares

    0.15% of the 13F portfolio, value $16,046,329.

    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 54,667 shares
    Change vs previous 13F +829 shares

    0.15% of the 13F portfolio, value $13,843,232.

    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 53,838 shares
    Change vs previous 13F +772 shares

    0.17% of the 13F portfolio, value $11,116,544.

    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 53,066 shares
    Change vs previous 13F +1,829 shares

    0.22% of the 13F portfolio, value $12,338,993.

    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 51,237 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $11,567,160.

    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).