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Meritas Wealth Management, LLC: FICO position timeline

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

Meritas Wealth Management, LLC held 415 FICO 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 415 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $495,834.

    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 415 shares
    Change vs previous 13F -260 shares

    0.2% of the 13F portfolio, value $443,029.

    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 675 shares
    Change vs previous 13F -115 shares

    0.55% of the 13F portfolio, value $1,141,169.

    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 790 shares
    Change vs previous 13F -148 shares

    0.59% of the 13F portfolio, value $1,182,259.

    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 938 shares
    Change vs previous 13F -230 shares

    0.94% of the 13F portfolio, value $1,714,626.

    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 1,168 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $2,153,979.

    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 1,168 shares
    Change vs previous 13F -47 shares

    1.4% of the 13F portfolio, value $2,325,406.

    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 1,215 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,361,377.

    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).