Loading…
CIK 0001990690 • 7 13F filings • Apr 16, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("meritas-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001990690-25-000007 |
| $201.9M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001990690-26-000003 | $256.1M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001990690-25-000005 | $181.9M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001990690-26-000002 | $221.2M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001990690-25-000004 | $170.5M | View |