Position in KEX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$439,451
+$142,333 QoQ
Shares Held
3,232
+44.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#281
of 464 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Merit Financial Group, LLC holds $958,722 across 3 Marine Shipping names. KEX ranks #1 (45.8% of the industry book) .
All Filings in KEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,451 | 3,232 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $297,118 | 2,236 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $209,009 | 1,897 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $578,050 | 5,097 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $390,302 | 3,864 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||