Position in S
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,568,620
+$1,824,140 QoQ
Shares Held
446,000
0.0% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
24.07%
of 13F equity value
Holder Rank
#80
of 484 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Meritas Wealth Management, LLC holds $11,259,651 across 4 Software - Infrastructure names. S ranks #1 (67.2% of the industry book) .
All Filings in S
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,568,620 | 446,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,744,480 | 446,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,690,000 | 446,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,854,060 | 446,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,152,880 | 446,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,108,280 | 446,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,901,200 | 446,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,900,176 | 455,693 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $9,592,337 | 455,693 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $10,622,203 | 455,693 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $12,526,716 | 456,513 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,730,714 | 458,524 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,970,160 | 461,600 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $7,619,440 | 465,736 | Shares | Sole | 2023-09-05 | |
| 2022-12-31 | $6,976,281 | 478,155 | Shares | Sole | 2023-09-05 | |
| No filing history on record for this holder in this stock. | ||||||