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Disclosery

Merit Financial Group, LLC: XLP position timeline

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

Merit Financial Group, LLC held 46,063 XLP 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 46,063 shares
    Change vs previous 13F -186 shares

    0.02% of the 13F portfolio, value $3,826,385.

    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 46,249 shares
    Change vs previous 13F +8,652 shares

    0.03% of the 13F portfolio, value $3,791,421.

    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 37,597 shares
    Change vs previous 13F -1,934 shares

    0.02% of the 13F portfolio, value $2,920,539.

    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 39,531 shares
    Change vs previous 13F +16,537 shares

    0.03% of the 13F portfolio, value $3,098,043.

    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 22,994 shares
    Change vs previous 13F +840 shares

    0.02% of the 13F portfolio, value $1,861,800.

    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 22,154 shares
    Change vs previous 13F -1,612 shares

    0.03% of the 13F portfolio, value $1,809,320.

    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 23,766 shares
    Change vs previous 13F +1,962 shares

    0.03% of the 13F portfolio, value $1,868,210.

    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 21,804 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,809,729.

    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).