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Meritas Wealth Management, LLC: AVGE position timeline

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

Meritas Wealth Management, LLC held 5,184 AVGE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,184 shares
    Change vs previous 13F +859 shares

    0.2% of the 13F portfolio, value $513,776.

    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).

  2. period ended2026-03-31
    13F 4,325 shares
    Change vs previous 13F +888 shares

    0.17% of the 13F portfolio, value $380,686.

    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).

  3. period ended2025-12-31
    13F 3,437 shares
    Change vs previous 13F +791 shares

    0.14% of the 13F portfolio, value $295,314.

    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).

  4. period ended2025-09-30
    13F 2,646 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $220,724.

    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).