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Disclosery

Meredith Wealth Planning: DFAC position timeline

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

Meredith Wealth Planning held 24,348 DFAC 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 24,348 shares
    Change vs previous 13F +42 shares

    0.25% of the 13F portfolio, value $1,080,099.

    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 24,306 shares
    Change vs previous 13F +51 shares

    0.26% of the 13F portfolio, value $944,548.

    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 24,255 shares
    Change vs previous 13F +343 shares

    0.29% of the 13F portfolio, value $960,244.

    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 23,912 shares
    Change vs previous 13F +332 shares

    0.29% of the 13F portfolio, value $922,290.

    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 23,580 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $845,119.

    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).