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Meritas Wealth Management, LLC: DFGR position timeline

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

Meritas Wealth Management, LLC held 73,460 DFGR 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 73,460 shares
    Change vs previous 13F +2,552 shares

    0.83% of the 13F portfolio, value $2,128,150.

    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 70,908 shares
    Change vs previous 13F +8,581 shares

    0.85% of the 13F portfolio, value $1,884,731.

    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 62,327 shares
    Change vs previous 13F +14 shares

    0.79% of the 13F portfolio, value $1,646,679.

    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 62,313 shares
    Change vs previous 13F +1,026 shares

    0.84% of the 13F portfolio, value $1,701,768.

    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 61,287 shares
    Change vs previous 13F +550 shares

    0.9% of the 13F portfolio, value $1,644,330.

    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 60,737 shares
    Change vs previous 13F -5,645 shares

    0.94% of the 13F portfolio, value $1,594,954.

    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 66,382 shares
    Change vs previous 13F +1,695 shares

    1.02% of the 13F portfolio, value $1,695,396.

    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 64,687 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,866,867.

    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).