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Meritas Wealth Management, LLC: DFUV position timeline

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

Meritas Wealth Management, LLC held 555,354 DFUV 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 555,354 shares
    Change vs previous 13F -3,332 shares

    11.93% of the 13F portfolio, value $30,550,043.

    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 558,686 shares
    Change vs previous 13F -5,035 shares

    12.24% of the 13F portfolio, value $27,073,941.

    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 563,721 shares
    Change vs previous 13F -15,420 shares

    12.63% of the 13F portfolio, value $26,263,741.

    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 579,141 shares
    Change vs previous 13F -10,083 shares

    12.82% of the 13F portfolio, value $25,881,801.

    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 589,224 shares
    Change vs previous 13F -10,154 shares

    13.69% of the 13F portfolio, value $24,912,374.

    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 599,378 shares
    Change vs previous 13F -11,729 shares

    14.49% of the 13F portfolio, value $24,700,349.

    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 611,107 shares
    Change vs previous 13F -19,569 shares

    15.04% of the 13F portfolio, value $25,006,496.

    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 630,676 shares
    Change vs previous 13F not available

    16.27% of the 13F portfolio, value $26,292,903.

    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).