Skip to content
Disclosery

Merit Financial Group, LLC: XSMO position timeline

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

Merit Financial Group, LLC held 25,826 XSMO 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 25,826 shares
    Change vs previous 13F +302 shares

    0.02% of the 13F portfolio, value $2,418,103.

    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 25,524 shares
    Change vs previous 13F -983 shares

    0.01% of the 13F portfolio, value $1,940,325.

    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 26,507 shares
    Change vs previous 13F -708 shares

    0.02% of the 13F portfolio, value $1,908,792.

    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 27,215 shares
    Change vs previous 13F -805 shares

    0.02% of the 13F portfolio, value $2,002,187.

    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 28,020 shares
    Change vs previous 13F +1,428 shares

    0.02% of the 13F portfolio, value $1,905,915.

    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 26,592 shares
    Change vs previous 13F -2,322 shares

    0.03% of the 13F portfolio, value $1,668,642.

    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 28,914 shares
    Change vs previous 13F +6,067 shares

    0.03% of the 13F portfolio, value $1,911,506.

    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 22,847 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,512,224.

    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).