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Disclosery

Meritas Wealth Management, LLC: DISV position timeline

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

Meritas Wealth Management, LLC held 318,207 DISV 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 318,207 shares
    Change vs previous 13F +27,975 shares

    4.99% of the 13F portfolio, value $12,769,638.

    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 290,232 shares
    Change vs previous 13F +7,789 shares

    5.18% of the 13F portfolio, value $11,446,734.

    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 282,443 shares
    Change vs previous 13F +2,598 shares

    5.16% of the 13F portfolio, value $10,732,816.

    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 279,845 shares
    Change vs previous 13F +5,915 shares

    4.95% of the 13F portfolio, value $9,987,674.

    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 273,930 shares
    Change vs previous 13F +8,434 shares

    4.95% of the 13F portfolio, value $9,015,043.

    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 265,496 shares
    Change vs previous 13F +38,204 shares

    4.53% of the 13F portfolio, value $7,731,254.

    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 227,292 shares
    Change vs previous 13F +37,945 shares

    3.63% of the 13F portfolio, value $6,039,153.

    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 189,347 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $5,502,433.

    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).