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Meritas Wealth Management, LLC: DFAU position timeline

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

Meritas Wealth Management, LLC held 62,102 DFAU 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 62,102 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $3,251,661.

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

  2. period ended2026-06-30
    13F 62,102 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $3,210,052.

    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 62,102 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $2,802,042.

    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 62,102 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $2,906,374.

    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 62,102 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $2,841,788.

    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 62,102 shares
    Change vs previous 13F -2,387 shares

    1.45% of the 13F portfolio, value $2,630,641.

    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 64,489 shares
    Change vs previous 13F -3,168 shares

    1.45% of the 13F portfolio, value $2,478,957.

    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 67,657 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,739,432.

    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).