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Disclosery

Merit Financial Group, LLC: XSOE position timeline

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

Merit Financial Group, LLC held 66,955 XSOE 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 66,955 shares
    Change vs previous 13F -69,894 shares

    0.02% of the 13F portfolio, value $3,292,869.

    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 136,849 shares
    Change vs previous 13F -9,477 shares

    0.04% of the 13F portfolio, value $5,487,640.

    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 146,326 shares
    Change vs previous 13F +138,041 shares

    0.05% of the 13F portfolio, value $5,709,652.

    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 8,285 shares
    Change vs previous 13F -249 shares

    <0.01% of the 13F portfolio, value $314,333.

    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 8,534 shares
    Change vs previous 13F -1,858 shares

    <0.01% of the 13F portfolio, value $294,244.

    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 10,392 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $320,792.

    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 10,425 shares
    Change vs previous 13F -866 shares

    0.01% of the 13F portfolio, value $317,745.

    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 11,291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,958.

    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).