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Disclosery

Meredith Wealth Planning: DFAT position timeline

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

Meredith Wealth Planning held 25,177 DFAT 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 25,177 shares
    Change vs previous 13F +2 shares

    0.42% of the 13F portfolio, value $1,759,851.

    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 25,175 shares
    Change vs previous 13F +1,233 shares

    0.43% of the 13F portfolio, value $1,572,185.

    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 23,942 shares
    Change vs previous 13F +252 shares

    0.42% of the 13F portfolio, value $1,425,523.

    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 23,690 shares
    Change vs previous 13F -63 shares

    0.44% of the 13F portfolio, value $1,378,992.

    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 23,753 shares
    Change vs previous 13F +3,959 shares

    0.47% of the 13F portfolio, value $1,281,702.

    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 19,794 shares
    Change vs previous 13F -14 shares

    0.45% of the 13F portfolio, value $1,019,199.

    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 19,808 shares
    Change vs previous 13F -26 shares

    0.49% of the 13F portfolio, value $1,102,537.

    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 19,834 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,103,371.

    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).