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Balentine »

Merlin shares owned by Balentine

Quarter-by-quarter ownership of Merlin (MRLN) shares owned by Balentine from 13F filings

Historical chart of Balentine investment in Merlin

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All positions including Merlin held by Balentine consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merlin by Balentine

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$142k	25k	5.69

More positions owned by Balentine

Vanguard Index Fds Value Etf (VTV)

Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

Ishares Tr Core Us Aggbd Et (AGG)

Ishares Tr Core Msci Eafe (IEFA)

Ishares Tr Msc Glo Fac Etf (AQLT)

Ishares Core Msci Emkt (IEMG)

Ishares Tr Msci Usa Mmentm (MTUM)

Vanguard Index Fds Growth Etf (VUG)

Ishares Tr 0-3 Mth Treasury (SGOV)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Index Fds Total Stk Mkt (VTI)

Ishares Tr National Mun Etf (MUB)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Balentine

Top funds holding Merlin

Alyeska Investment Group

Susquehanna International

Baillie Gifford & Co

Citadel Advisors

Geode Capital Management

Vanguard Capital Management

Charles Schwab Investment Management

Sixth Street Partners Management Company

Vanguard Fiduciary Trust

View all funds holding Merlin

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