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Merited Wealth, LLC: DFAC position timeline

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

Merited Wealth, LLC held 75,138 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,138 shares
    Change vs previous 13F -1,489 shares

    2.36% of the 13F portfolio, value $3,333,113.

    13F-HR 0001214659-26-010438 filed by Merited Wealth, 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 76,627 shares
    Change vs previous 13F +7,302 shares

    2.47% of the 13F portfolio, value $2,977,725.

    13F-HR 0001214659-26-005067 filed by Merited Wealth, 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 69,325 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,744,578.

    13F-HR 0001214659-26-003829 filed by Merited Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).