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Meritas Wealth Management, LLC: VBR position timeline

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

Meritas Wealth Management, LLC held 5,228 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,228 shares
    Change vs previous 13F -55 shares

    0.44% of the 13F portfolio, value $1,207,934.

    13F-HR 0001990690-26-000005 filed by Meritas Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,283 shares
    Change vs previous 13F +6 shares

    0.5% of the 13F portfolio, value $1,283,694.

    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).

  3. period ended2026-03-31
    13F 5,277 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,146,503.

    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).

  4. period ended2025-12-31
    13F 5,277 shares
    Change vs previous 13F +15 shares

    0.54% of the 13F portfolio, value $1,117,535.

    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).

  5. period ended2025-09-30
    13F 5,262 shares
    Change vs previous 13F +1 shares

    0.54% of the 13F portfolio, value $1,098,326.

    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).

  6. period ended2025-06-30
    13F 5,261 shares
    Change vs previous 13F +1 shares

    0.56% of the 13F portfolio, value $1,025,925.

    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).

  7. period ended2025-03-31
    13F 5,260 shares
    Change vs previous 13F -221 shares

    0.57% of the 13F portfolio, value $979,864.

    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).

  8. period ended2024-12-31
    13F 5,481 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,086,235.

    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).