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Meritas Wealth Management, LLC: DFUS position timeline

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

Meritas Wealth Management, LLC held 327,390 DFUS 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 327,390 shares
    Change vs previous 13F +18,932 shares

    10.48% of the 13F portfolio, value $26,826,307.

    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 308,458 shares
    Change vs previous 13F +25,600 shares

    9.89% of the 13F portfolio, value $21,872,727.

    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 282,858 shares
    Change vs previous 13F -1,545 shares

    10.09% of the 13F portfolio, value $20,979,559.

    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 284,403 shares
    Change vs previous 13F +7,338 shares

    10.2% of the 13F portfolio, value $20,602,135.

    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 277,065 shares
    Change vs previous 13F +7,714 shares

    10.21% of the 13F portfolio, value $18,568,899.

    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 269,351 shares
    Change vs previous 13F +16,887 shares

    9.55% of the 13F portfolio, value $16,290,348.

    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 252,464 shares
    Change vs previous 13F +8,267 shares

    9.68% of the 13F portfolio, value $16,094,564.

    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 244,197 shares
    Change vs previous 13F not available

    9.4% of the 13F portfolio, value $15,189,028.

    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).