Current Market Value 8,968,426,303
Current Holdings 1699
Most Recent File Date 2025-07-22
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Merit Financial Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 1699 8,968,426
2025-04-09 2025-03-31 13F-HR 1399 6,676,478
2025-01-15 2024-12-31 13F-HR 1149 5,565,371
2024-10-17 2024-09-30 13F-HR 829 4,472,586
2024-08-13 2024-06-30 13F-HR 914 4,535,555
2024-05-06 2024-03-31 13F-HR 863 4,197,690
2024-02-06 2023-12-31 13F-HR 773 3,287,422
2023-11-07 2023-09-30 13F-HR 739 3,056,214
2023-08-01 2023-06-30 13F-HR 745 3,089,987
2023-04-24 2023-03-31 13F-HR 632 2,750,053
2023-01-13 2022-12-31 13F-HR 696 2,764,320
2022-10-31 2022-09-30 13F-HR 578 2,304,413
2022-08-08 2022-06-30 13F-HR 585 3,231,656
2022-05-13 2022-03-31 13F-HR 381 1,658,110
2022-02-14 2021-12-31 13F-HR 275 1,019,484
2021-10-27 2021-09-30 13F-HR 264 955,438
2021-08-16 2021-06-30 13F-HR 263 1,063,853
2021-05-18 2021-03-31 13F-HR 234 955,854
2021-02-12 2020-12-31 13F-HR 214 1,034,731
2020-11-10 2020-09-30 13F-HR 225 1,094,735
2020-08-13 2020-06-30 13F-HR 218 1,004,985
2020-05-05 2020-03-31 13F-HR 223 894,928
2020-01-16 2019-12-31 13F-HR 232 1,130,072
2019-11-25 2019-09-30 13F-HR 138 914,594
2019-08-13 2019-06-30 13F-HR 112 852,632
2019-05-16 2019-03-31 13F-HR 116 819,768
2019-02-15 2018-12-31 13F-HR 110 664,782
2018-10-25 2018-09-30 13F-HR 115 624,524
2018-08-07 2018-06-30 13F-HR 114 558,142
2018-05-14 2018-03-31 13F-HR 109 508,932
2018-02-13 2017-12-31 13F-HR 107 469,765