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Merit Financial Group, LLC: ZS position timeline

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

Merit Financial Group, LLC held 3,829 ZS 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 3,829 shares
    Change vs previous 13F +661 shares

    <0.01% of the 13F portfolio, value $540,518.

    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 3,168 shares
    Change vs previous 13F -5,922 shares

    <0.01% of the 13F portfolio, value $444,468.

    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 9,090 shares
    Change vs previous 13F -208 shares

    0.02% of the 13F portfolio, value $2,044,476.

    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 9,298 shares
    Change vs previous 13F +3,123 shares

    0.03% of the 13F portfolio, value $2,786,239.

    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 6,175 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $1,938,580.

    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 6,197 shares
    Change vs previous 13F +1,832 shares

    0.02% of the 13F portfolio, value $1,229,609.

    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 4,365 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $787,490.

    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).