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Meritas Wealth Management, LLC: DFEM position timeline

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

Meritas Wealth Management, LLC held 45,295 DFEM 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 45,295 shares
    Change vs previous 13F -18 shares

    0.72% of the 13F portfolio, value $1,840,782.

    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 45,313 shares
    Change vs previous 13F +4,896 shares

    0.71% of the 13F portfolio, value $1,565,580.

    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 40,417 shares
    Change vs previous 13F -8,893 shares

    0.64% of the 13F portfolio, value $1,336,993.

    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 49,310 shares
    Change vs previous 13F +445 shares

    0.78% of the 13F portfolio, value $1,581,377.

    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 48,865 shares
    Change vs previous 13F -302 shares

    0.8% of the 13F portfolio, value $1,450,323.

    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 49,167 shares
    Change vs previous 13F +792 shares

    0.76% of the 13F portfolio, value $1,300,970.

    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 48,375 shares
    Change vs previous 13F +601 shares

    0.76% of the 13F portfolio, value $1,266,941.

    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 47,774 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,344,838.

    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).