Position in FIP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$69,209
-$10,413 QoQ
Shares Held
14,916
-7.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 173 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIP Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Merit Financial Group, LLC holds $11,635,250 across 5 Conglomerates names. FIP ranks #5 (0.6% of the industry book) .
All Filings in FIP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,209 | 14,916 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $79,622 | 16,118 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $73,104 | 15,858 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $56,988 | 13,071 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $78,611 | 12,741 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $58,097 | 12,825 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $90,953 | 12,528 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $116,578 | 12,455 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $107,866 | 12,499 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $78,173 | 12,448 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $48,162 | 12,381 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||