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Merit Financial Group, LLC: XNEAX position timeline

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

Merit Financial Group, LLC held 362,233 XNEAX 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 362,233 shares
    Change vs previous 13F +271 shares

    0.03% of the 13F portfolio, value $4,252,611.

    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 361,962 shares
    Change vs previous 13F -1,466 shares

    0.03% of the 13F portfolio, value $4,064,838.

    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 363,428 shares
    Change vs previous 13F -30,471 shares

    0.03% of the 13F portfolio, value $4,226,667.

    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 393,899 shares
    Change vs previous 13F -33,356 shares

    0.04% of the 13F portfolio, value $4,486,513.

    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 427,255 shares
    Change vs previous 13F +29,223 shares

    0.05% of the 13F portfolio, value $4,665,623.

    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 398,032 shares
    Change vs previous 13F +114,281 shares

    0.07% of the 13F portfolio, value $4,457,961.

    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 283,751 shares
    Change vs previous 13F +155,012 shares

    0.06% of the 13F portfolio, value $3,200,706.

    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 128,739 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,541,004.

    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).