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Meritas Wealth Management, LLC: BRK-B position timeline

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

Meritas Wealth Management, LLC held 710 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 710 shares
    Change vs previous 13F -647 shares

    0.13% of the 13F portfolio, value $353,545.

    13F-HR 0001990690-26-000005 filed by Meritas Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,357 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $679,029.

    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).

  3. period ended2026-03-31
    13F 1,355 shares
    Change vs previous 13F -511 shares

    0.29% of the 13F portfolio, value $649,316.

    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).

  4. period ended2025-12-31
    13F 1,866 shares
    Change vs previous 13F -59 shares

    0.45% of the 13F portfolio, value $937,945.

    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).

  5. period ended2025-09-30
    13F 1,925 shares
    Change vs previous 13F +73 shares

    0.48% of the 13F portfolio, value $967,775.

    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).

  6. period ended2025-06-30
    13F 1,852 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $899,646.

    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).

  7. period ended2025-03-31
    13F 1,852 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $986,338.

    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).

  8. period ended2024-12-31
    13F 1,852 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $839,475.

    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).