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Disclosery

Merit Financial Group, LLC: XLU position timeline

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

Merit Financial Group, LLC held 70,032 XLU 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 70,032 shares
    Change vs previous 13F +2,190 shares

    0.02% of the 13F portfolio, value $3,175,228.

    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 67,842 shares
    Change vs previous 13F +8,837 shares

    0.02% of the 13F portfolio, value $3,113,283.

    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 59,005 shares
    Change vs previous 13F +38,250 shares

    0.02% of the 13F portfolio, value $2,518,924.

    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 20,755 shares
    Change vs previous 13F +637 shares

    0.02% of the 13F portfolio, value $1,810,020.

    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 20,118 shares
    Change vs previous 13F +985 shares

    0.02% of the 13F portfolio, value $1,642,857.

    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 19,133 shares
    Change vs previous 13F +129 shares

    0.02% of the 13F portfolio, value $1,508,636.

    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 19,004 shares
    Change vs previous 13F +6,003 shares

    0.03% of the 13F portfolio, value $1,438,402.

    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 13,001 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,050,201.

    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).