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Disclosery

Merit Financial Group, LLC: XMLV position timeline

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

Merit Financial Group, LLC held 152,060 XMLV 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 152,060 shares
    Change vs previous 13F +7,545 shares

    0.06% of the 13F portfolio, value $10,086,142.

    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 144,515 shares
    Change vs previous 13F +8,293 shares

    0.07% of the 13F portfolio, value $9,100,108.

    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 136,222 shares
    Change vs previous 13F +132,629 shares

    0.07% of the 13F portfolio, value $8,495,869.

    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 3,593 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $228,356.

    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 3,590 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $221,394.

    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 3,578 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $220,847.

    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 3,563 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $216,731.

    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 3,552 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,805.

    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).