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Meritas Wealth Management, LLC: VTIP position timeline

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

Meritas Wealth Management, LLC held 132,871 VTIP 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 132,871 shares
    Change vs previous 13F +8,162 shares

    2.61% of the 13F portfolio, value $6,674,112.

    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 124,709 shares
    Change vs previous 13F +10,432 shares

    2.82% of the 13F portfolio, value $6,229,205.

    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 114,277 shares
    Change vs previous 13F +4,847 shares

    2.72% of the 13F portfolio, value $5,652,131.

    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 109,430 shares
    Change vs previous 13F +5,591 shares

    2.74% of the 13F portfolio, value $5,540,422.

    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 103,839 shares
    Change vs previous 13F -881 shares

    2.87% of the 13F portfolio, value $5,219,972.

    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 104,720 shares
    Change vs previous 13F +4,739 shares

    3.06% of the 13F portfolio, value $5,225,537.

    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 99,981 shares
    Change vs previous 13F +3,647 shares

    2.91% of the 13F portfolio, value $4,841,089.

    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 96,334 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $4,750,238.

    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).