Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

MO holding history

Altria Group, Inc. 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.

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

Shares (Q2 2026): 348,320
Value: $25.1M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of MO by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	348,320	$25.1M	0.2%	+12,664+3.8%	Added	Holders
Q1 2026	335,656	$22.1M	0.2%	+154,451+85.2%	Added	Holders
Q4 2025	181,205	$10.4M	0.1%	+39,476+27.9%	Added	Holders
Q3 2025	141,729	$9.36M	0.1%	+11,830+9.1%	Added	Holders
Q2 2025	129,899	$7.62M	0.1%	+26,920+26.1%	Added	Holders
Q1 2025	102,979	$6.18M	0.1%	+22,782+28.4%	Added	Holders
Q4 2024	80,197	$4.19M	0.1%	+6,114+8.3%	Added	Holders
Q3 2024	74,083	$3.78M	0.1%	−11,036−13.0%	Reduced	Holders
Q2 2024	85,119	$3.88M	0.1%	−248−0.3%	Reduced	Holders
Q1 2024	85,367	$3.72M	0.1%	+13,353+18.5%	Added	Holders
Q4 2023	72,014	$2.91M	0.1%	−7,416−9.3%	Reduced	Holders
Q3 2023	79,430	$3.34M	0.1%	−6,099−7.1%	Reduced	Holders
Q2 2023	85,529	$3.87M	0.1%	+10,993+14.7%	Added	Holders
Q1 2023	74,536	$3.33M	0.1%	−9,197−11.0%	Reduced	Holders
Q4 2022	83,733	$3.83M	0.1%	+5,658+7.2%	Added	Holders
Q3 2022	78,075	$3.15M	0.1%	−2,972−3.7%	Reduced	Holders
Q2 2022	81,047	$3.38M	0.1%	+21,828+36.9%	Added	Holders
Q1 2022	59,219	$3.09M	0.2%	+578+1.0%	Added	Holders
Q4 2021	58,641	$2.78M	0.3%	+230.0%	Added	Holders
Q3 2021	58,618	$2.67M	0.3%	−1,427−2.4%	Reduced	Holders
Q2 2021	60,045	$2.86M	0.3%	+302+0.5%	Added	Holders
Q1 2021	59,743	$3.06M	0.3%	–	–	Holders

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