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Meredith Wealth Planning: DFCF position timeline

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

Meredith Wealth Planning held 376,067 DFCF 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 376,067 shares
    Change vs previous 13F +25,289 shares

    3.75% of the 13F portfolio, value $15,873,796.

    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 350,778 shares
    Change vs previous 13F +49,394 shares

    4.01% of the 13F portfolio, value $14,809,840.

    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 301,384 shares
    Change vs previous 13F +11,088 shares

    3.82% of the 13F portfolio, value $12,826,883.

    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 290,296 shares
    Change vs previous 13F +24,243 shares

    3.93% of the 13F portfolio, value $12,413,049.

    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 266,053 shares
    Change vs previous 13F +25,708 shares

    4.08% of the 13F portfolio, value $11,243,386.

    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 240,345 shares
    Change vs previous 13F +8,941 shares

    4.46% of the 13F portfolio, value $10,108,926.

    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 231,404 shares
    Change vs previous 13F +23,101 shares

    4.26% of the 13F portfolio, value $9,550,033.

    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 208,303 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $8,996,593.

    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).