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Meritas Wealth Management, LLC: AVLV position timeline

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

Meritas Wealth Management, LLC held 248,212 AVLV 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 248,212 shares
    Change vs previous 13F +17,080 shares

    8.84% of the 13F portfolio, value $22,639,459.

    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 231,132 shares
    Change vs previous 13F +30,689 shares

    8.42% of the 13F portfolio, value $18,631,561.

    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 200,443 shares
    Change vs previous 13F +16,486 shares

    7.3% of the 13F portfolio, value $15,187,596.

    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 183,957 shares
    Change vs previous 13F +25,573 shares

    6.58% of the 13F portfolio, value $13,292,714.

    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).

  5. period ended2025-06-30
    13F 158,384 shares
    Change vs previous 13F +14,145 shares

    5.94% of the 13F portfolio, value $10,803,397.

    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).

  6. period ended2025-03-31
    13F 144,239 shares
    Change vs previous 13F +29,854 shares

    5.52% of the 13F portfolio, value $9,405,844.

    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).

  7. period ended2024-12-31
    13F 114,385 shares
    Change vs previous 13F +20,749 shares

    4.59% of the 13F portfolio, value $7,637,513.

    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).

  8. period ended2024-09-30
    13F 93,636 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $6,164,071.

    13F-HR 0001990690-24-000005 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).