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Disclosery

Merit Financial Group, LLC: YORW position timeline

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

Merit Financial Group, LLC held 17,221 YORW 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 17,221 shares
    Change vs previous 13F +1,517 shares

    <0.01% of the 13F portfolio, value $527,823.

    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 15,704 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $478,187.

    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 15,941 shares
    Change vs previous 13F +2,723 shares

    <0.01% of the 13F portfolio, value $507,562.

    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 13,218 shares
    Change vs previous 13F +754 shares

    <0.01% of the 13F portfolio, value $402,092.

    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 12,464 shares
    Change vs previous 13F -1,932 shares

    <0.01% of the 13F portfolio, value $393,862.

    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 14,396 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $499,253.

    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).