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Disclosery

Merit Financial Group, LLC: XP position timeline

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

Merit Financial Group, LLC held 19,737 XP 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 19,737 shares
    Change vs previous 13F +4,476 shares

    <0.01% of the 13F portfolio, value $320,922.

    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 15,261 shares
    Change vs previous 13F +1,948 shares

    <0.01% of the 13F portfolio, value $290,565.

    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 13,313 shares
    Change vs previous 13F -2,606 shares

    <0.01% of the 13F portfolio, value $217,929.

    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 15,919 shares
    Change vs previous 13F +2,426 shares

    <0.01% of the 13F portfolio, value $299,118.

    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 13,493 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $272,559.

    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 13,252 shares
    Change vs previous 13F +1,680 shares

    <0.01% of the 13F portfolio, value $182,215.

    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 11,572 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $137,128.

    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).