Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co in every 13F filed by Merit Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 66,505
Value: $6.40M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,505	$6.40M	<0.1%	−2,435−3.5%	Reduced	Holders
Q1 2026	68,940	$6.64M	<0.1%	+551+0.8%	Added	Holders
Q4 2025	68,389	$7.78M	0.1%	+11,828+20.9%	Added	Holders
Q3 2025	56,561	$6.48M	0.1%	+1,001+1.8%	Added	Holders
Q2 2025	55,560	$6.89M	0.1%	−1,612−2.8%	Reduced	Holders
Q1 2025	57,172	$5.64M	0.1%	+18,272+47.0%	Added	Holders
Q4 2024	38,900	$4.33M	0.1%	+5,955+18.1%	Added	Holders
Q3 2024	32,945	$3.17M	0.1%	+5,907+21.8%	Added	Holders
Q2 2024	27,038	$2.68M	0.1%	−832−3.0%	Reduced	Holders
Q1 2024	27,870	$3.17M	0.1%	+7,815+39.0%	Added	Holders
Q4 2023	20,055	$1.81M	0.1%	−1,110−5.2%	Reduced	Holders
Q3 2023	21,165	$1.72M	0.1%	−3,193−13.1%	Reduced	Holders
Q2 2023	24,358	$2.17M	0.1%	+5,490+29.1%	Added	Holders
Q1 2023	18,868	$1.89M	0.1%	−24,282−56.3%	Reduced	Holders
Q4 2022	43,150	$3.75M	0.1%	−1,588−3.5%	Reduced	Holders
Q3 2022	44,738	$4.22M	0.2%	+16,746+59.8%	Added	Holders
Q2 2022	27,992	$2.64M	0.1%	+16,651+146.8%	Added	Holders
Q1 2022	11,341	$1.56M	0.1%	+2,226+24.4%	Added	Holders
Q4 2021	9,115	$1.41M	0.1%	+1,979+27.7%	Added	Holders
Q3 2021	7,136	$1.21M	0.1%	+108+1.5%	Added	Holders
Q2 2021	7,028	$1.24M	0.1%	+134+1.9%	Added	Holders
Q1 2021	6,894	$1.27M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.