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Disclosery

Merit Financial Group, LLC: XMHQ position timeline

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

Merit Financial Group, LLC held 114,881 XMHQ 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 114,881 shares
    Change vs previous 13F +2,695 shares

    0.08% of the 13F portfolio, value $12,967,782.

    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 112,186 shares
    Change vs previous 13F +6,389 shares

    0.09% of the 13F portfolio, value $11,596,711.

    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 105,797 shares
    Change vs previous 13F +15,000 shares

    0.09% of the 13F portfolio, value $10,835,739.

    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 90,797 shares
    Change vs previous 13F -1,163 shares

    0.09% of the 13F portfolio, value $9,530,072.

    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 91,960 shares
    Change vs previous 13F -2,856 shares

    0.1% of the 13F portfolio, value $9,034,125.

    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 94,816 shares
    Change vs previous 13F +8,214 shares

    0.13% of the 13F portfolio, value $8,678,511.

    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 86,602 shares
    Change vs previous 13F +48,985 shares

    0.15% of the 13F portfolio, value $8,527,745.

    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 37,617 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,858,714.

    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).