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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001990690-23-000003
Filing Date
2023-09-05
Accepted
2023-09-05 12:54:32
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-09-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2079
2 meritas13F20230630.html INFORMATION TABLE  
2 meritas13F20230630.xml INFORMATION TABLE 24310
  Complete submission text file 0001990690-23-000003.txt   27614
Mailing Address 100 LARKSPUR LANDING CIRCLE SUITE 110 LARKSPUR CA 94939
Business Address 100 LARKSPUR LANDING CIRCLE SUITE 110 LARKSPUR CA 94939 415-300-4560
Meritas Wealth Management, LLC (Filer) CIK: 0001990690 (see all company filings)

IRS No.: 320269007 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23380 | Film No.: 231234908