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Meritas Wealth Management, LLC: BND position timeline

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

Meritas Wealth Management, LLC held 131,333 BND 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 131,333 shares
    Change vs previous 13F +18,622 shares

    3.77% of the 13F portfolio, value $9,641,156.

    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 112,711 shares
    Change vs previous 13F +22,885 shares

    3.75% of the 13F portfolio, value $8,300,038.

    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 89,826 shares
    Change vs previous 13F +8,397 shares

    3.2% of the 13F portfolio, value $6,653,412.

    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 81,429 shares
    Change vs previous 13F +16,023 shares

    3% of the 13F portfolio, value $6,055,875.

    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 65,406 shares
    Change vs previous 13F +4,993 shares

    2.65% of the 13F portfolio, value $4,815,844.

    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 60,413 shares
    Change vs previous 13F +18,160 shares

    2.6% of the 13F portfolio, value $4,437,335.

    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 42,253 shares
    Change vs previous 13F +10,208 shares

    1.83% of the 13F portfolio, value $3,038,413.

    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 32,045 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,406,900.

    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).