Meritas Wealth Management, LLC: DFIP position timeline

Meritas Wealth Management, LLC held 18,520 DFIP 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 18,520 shares

   Change vs previous 13F +11,004 shares

   0.3% of the 13F portfolio, value $764,043.

   13F-HR 0001990690-26-000003 filed by Meritas Wealth Management, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 7,516 shares

   Change vs previous 13F +2,363 shares

   0.14% of the 13F portfolio, value $313,568.

   13F-HR 0001990690-26-000002 filed by Meritas Wealth Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,153 shares

   Change vs previous 13F +365 shares

   0.1% of the 13F portfolio, value $214,133.

   13F-HR 0001990690-26-000001 filed by Meritas Wealth Management, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,788 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $202,197.

   13F-HR 0001990690-25-000007 filed by Meritas Wealth Management, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,788 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $200,186.

   13F-HR 0001990690-25-000005 filed by Meritas Wealth Management, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).