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Meritas Wealth Management, LLC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meritas Wealth Management, LLC on AVDV, newest first. How the timeline and the estimate are built.

Meritas Wealth Management, LLC held 2,471 AVDV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,471 shares
    Change vs previous 13F +118 shares

    0.1% of the 13F portfolio, value $270,278.

    13F-HR 0001990690-26-000005 filed by Meritas Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,353 shares
    Change vs previous 13F +33 shares

    0.09% of the 13F portfolio, value $242,477.

    13F-HR 0001990690-26-000003 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,320 shares
    Change vs previous 13F +43 shares

    0.1% of the 13F portfolio, value $231,675.

    13F-HR 0001990690-26-000002 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,277 shares
    Change vs previous 13F -66 shares

    0.1% of the 13F portfolio, value $213,970.

    13F-HR 0001990690-26-000001 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,343 shares
    Change vs previous 13F -556 shares

    0.1% of the 13F portfolio, value $208,597.

    13F-HR 0001990690-25-000007 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,899 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $229,833.

    13F-HR 0001990690-25-000005 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,896 shares
    Change vs previous 13F +2,896 shares

    0.12% of the 13F portfolio, value $201,967.

    13F-HR 0001990690-25-000004 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001990690-25-000001 filed by Meritas Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.