Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

USOI holding history

Credit Suisse AG 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of USOI by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−4,474−100.0%	Sold out	Holders
Q4 2022	4,474	$372.5K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	4,474	$365.0K	<0.1%	+4,474	New	Holders