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Meritas Wealth Management, LLC: AVUV position timeline

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

Meritas Wealth Management, LLC held 246,111 AVUV 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 246,111 shares
    Change vs previous 13F +18,880 shares

    11.99% of the 13F portfolio, value $30,704,761.

    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 227,231 shares
    Change vs previous 13F +22,292 shares

    11.35% of the 13F portfolio, value $25,102,155.

    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 204,939 shares
    Change vs previous 13F +12,269 shares

    10.05% of the 13F portfolio, value $20,899,707.

    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 192,670 shares
    Change vs previous 13F +18,852 shares

    9.5% of the 13F portfolio, value $19,176,462.

    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 173,818 shares
    Change vs previous 13F +6,771 shares

    8.7% of the 13F portfolio, value $15,834,845.

    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 167,047 shares
    Change vs previous 13F +23,307 shares

    8.54% of the 13F portfolio, value $14,561,454.

    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 143,740 shares
    Change vs previous 13F +19,834 shares

    8.35% of the 13F portfolio, value $13,875,219.

    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 123,906 shares
    Change vs previous 13F not available

    7.36% of the 13F portfolio, value $11,888,774.

    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).