Skip to content
Disclosery

Meritas Wealth Management, LLC: DFSI position timeline

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

Meritas Wealth Management, LLC held 17,231 DFSI 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 17,231 shares
    Change vs previous 13F -24 shares

    0.3% of the 13F portfolio, value $777,118.

    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 17,255 shares
    Change vs previous 13F +6,880 shares

    0.33% of the 13F portfolio, value $731,612.

    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 10,375 shares
    Change vs previous 13F +451 shares

    0.21% of the 13F portfolio, value $444,517.

    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 9,924 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $406,389.

    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 9,924 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $391,105.

    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 9,924 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $346,248.

    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 9,924 shares
    Change vs previous 13F +966 shares

    0.2% of the 13F portfolio, value $326,003.

    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 8,958 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $320,116.

    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).