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Disclosery

Merited Wealth, LLC: DFUS position timeline

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

Merited Wealth, LLC held 35,073 DFUS 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 35,073 shares
    Change vs previous 13F -600 shares

    2.03% of the 13F portfolio, value $2,873,888.

    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 35,673 shares
    Change vs previous 13F +4,251 shares

    2.1% of the 13F portfolio, value $2,529,572.

    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 31,422 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,330,570.

    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).