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Merit Financial Group, LLC: XLY position timeline

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

Merit Financial Group, LLC held 128,321 XLY 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 128,321 shares
    Change vs previous 13F +38,453 shares

    0.09% of the 13F portfolio, value $15,049,472.

    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 89,868 shares
    Change vs previous 13F +36,606 shares

    0.07% of the 13F portfolio, value $9,793,848.

    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 53,262 shares
    Change vs previous 13F +31,264 shares

    0.05% of the 13F portfolio, value $6,360,009.

    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 21,998 shares
    Change vs previous 13F +1,633 shares

    0.05% of the 13F portfolio, value $5,271,589.

    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 20,365 shares
    Change vs previous 13F -2,515 shares

    0.05% of the 13F portfolio, value $4,425,952.

    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 22,880 shares
    Change vs previous 13F -216 shares

    0.07% of the 13F portfolio, value $4,517,904.

    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 23,096 shares
    Change vs previous 13F +913 shares

    0.09% of the 13F portfolio, value $5,181,607.

    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 22,183 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,444,795.

    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).