Meritas Wealth Management, LLC

CIK
0001990690
City
LARKSPUR
State / Country
CA

Holdings in S

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $6,690,000 446,000
2025-09-30 $7,854,060 446,000
2025-06-30 $8,152,880 446,000
2025-03-31 $8,108,280 446,000
2024-12-31 $9,901,200 446,000
2024-09-30 $10,900,176 455,693
2024-06-30 $9,592,337 455,693
2024-03-31 $10,622,203 455,693
2023-12-31 $12,526,716 456,513
2023-09-30 $7,730,714 458,524
2023-06-30 $6,970,160 461,600
2023-03-31 $7,619,440 465,736
2022-12-31 $6,976,281 478,155