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Meritas Wealth Management, LLC: DFAT position timeline

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

Meritas Wealth Management, LLC held 403,496 DFAT 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 403,496 shares
    Change vs previous 13F -1,536 shares

    11.01% of the 13F portfolio, value $28,204,354.

    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 405,032 shares
    Change vs previous 13F -5,358 shares

    11.44% of the 13F portfolio, value $25,294,279.

    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 410,390 shares
    Change vs previous 13F -11,474 shares

    11.75% of the 13F portfolio, value $24,434,621.

    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 421,864 shares
    Change vs previous 13F -9,756 shares

    12.16% of the 13F portfolio, value $24,556,707.

    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 431,620 shares
    Change vs previous 13F -5,029 shares

    12.8% of the 13F portfolio, value $23,290,207.

    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 436,649 shares
    Change vs previous 13F -8,084 shares

    13.19% of the 13F portfolio, value $22,483,053.

    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 444,733 shares
    Change vs previous 13F -17,211 shares

    14.89% of the 13F portfolio, value $24,753,840.

    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 461,944 shares
    Change vs previous 13F not available

    15.9% of the 13F portfolio, value $25,697,922.

    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).