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Meritas Wealth Management, LLC: MSFT position timeline

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

Meritas Wealth Management, LLC held 6,531 MSFT 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 6,531 shares
    Change vs previous 13F +358 shares

    0.95% of the 13F portfolio, value $2,436,118.

    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 6,173 shares
    Change vs previous 13F -8 shares

    1.03% of the 13F portfolio, value $2,284,928.

    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 6,181 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $2,989,255.

    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 6,181 shares
    Change vs previous 13F +1,428 shares

    1.59% of the 13F portfolio, value $3,201,449.

    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 4,753 shares
    Change vs previous 13F 0 shares

    1.3% of the 13F portfolio, value $2,364,190.

    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 4,753 shares
    Change vs previous 13F -26 shares

    1.05% of the 13F portfolio, value $1,784,229.

    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 4,779 shares
    Change vs previous 13F -75 shares

    1.21% of the 13F portfolio, value $2,014,349.

    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 4,854 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,088,676.

    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).