Skip to content
Disclosery

Meredith Wealth Planning: AVES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meredith Wealth Planning on AVES, newest first. How the timeline and the estimate are built.

Meredith Wealth Planning held 289,074 AVES shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,074 shares
    Change vs previous 13F +3,266 shares

    4.48% of the 13F portfolio, value $18,963,274.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 285,808 shares
    Change vs previous 13F +5,651 shares

    4.64% of the 13F portfolio, value $17,142,752.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 280,157 shares
    Change vs previous 13F +1,802 shares

    4.86% of the 13F portfolio, value $16,335,944.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 278,355 shares
    Change vs previous 13F +6,914 shares

    5.06% of the 13F portfolio, value $15,969,246.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 271,441 shares
    Change vs previous 13F +35,187 shares

    5.28% of the 13F portfolio, value $14,534,317.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 236,254 shares
    Change vs previous 13F +6,810 shares

    4.91% of the 13F portfolio, value $11,141,716.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 229,444 shares
    Change vs previous 13F +11,863 shares

    4.72% of the 13F portfolio, value $10,600,300.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 217,581 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $11,344,696.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).