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Meritas Wealth Management, LLC: BNDX position timeline

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

Meritas Wealth Management, LLC held 44,099 BNDX 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 44,099 shares
    Change vs previous 13F +7,896 shares

    0.83% of the 13F portfolio, value $2,135,715.

    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 36,203 shares
    Change vs previous 13F +8,073 shares

    0.79% of the 13F portfolio, value $1,739,554.

    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 28,130 shares
    Change vs previous 13F +335 shares

    0.65% of the 13F portfolio, value $1,359,242.

    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 27,795 shares
    Change vs previous 13F +5,142 shares

    0.68% of the 13F portfolio, value $1,374,741.

    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 22,653 shares
    Change vs previous 13F +1,057 shares

    0.62% of the 13F portfolio, value $1,121,550.

    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 21,596 shares
    Change vs previous 13F +4,952 shares

    0.62% of the 13F portfolio, value $1,054,317.

    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 16,644 shares
    Change vs previous 13F +3,690 shares

    0.49% of the 13F portfolio, value $816,388.

    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 12,954 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $651,327.

    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).