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Meritas Wealth Management, LLC: S position timeline

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

Meritas Wealth Management, LLC held 446,000 S 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 446,000 shares
    Change vs previous 13F 0 shares

    2.96% of the 13F portfolio, value $7,568,620.

    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 446,000 shares
    Change vs previous 13F 0 shares

    2.6% of the 13F portfolio, value $5,744,480.

    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 446,000 shares
    Change vs previous 13F 0 shares

    3.22% of the 13F portfolio, value $6,690,000.

    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 446,000 shares
    Change vs previous 13F 0 shares

    3.89% of the 13F portfolio, value $7,854,060.

    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 446,000 shares
    Change vs previous 13F 0 shares

    4.48% of the 13F portfolio, value $8,152,880.

    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 446,000 shares
    Change vs previous 13F 0 shares

    4.76% of the 13F portfolio, value $8,108,280.

    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 446,000 shares
    Change vs previous 13F -9,693 shares

    5.96% of the 13F portfolio, value $9,901,200.

    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 455,693 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $10,900,177.

    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).