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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001990690-24-000001
Filing Date
2024-01-10
Accepted
2024-01-10 16:24:09
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2079
2 meritas13F20231231.html INFORMATION TABLE  
2 meritas13F20231231.xml INFORMATION TABLE 29001
  Complete submission text file 0001990690-24-000001.txt   32337
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.: 24526851