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Disclosery

Meredith Wealth Planning: DEHP position timeline

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

Meredith Wealth Planning held 104,333 DEHP 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 104,333 shares
    Change vs previous 13F -765 shares

    1.05% of the 13F portfolio, value $4,462,311.

    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 105,098 shares
    Change vs previous 13F +1,582 shares

    0.96% of the 13F portfolio, value $3,551,253.

    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 103,516 shares
    Change vs previous 13F +3,870 shares

    0.99% of the 13F portfolio, value $3,338,384.

    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 99,646 shares
    Change vs previous 13F +3,844 shares

    0.96% of the 13F portfolio, value $3,043,363.

    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 95,802 shares
    Change vs previous 13F +7,354 shares

    0.97% of the 13F portfolio, value $2,682,465.

    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 88,448 shares
    Change vs previous 13F +1,929 shares

    0.98% of the 13F portfolio, value $2,230,650.

    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 86,519 shares
    Change vs previous 13F +11,710 shares

    0.95% of the 13F portfolio, value $2,140,492.

    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 74,809 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,010,108.

    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).