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Disclosery

Meredith Wealth Planning: DFGP position timeline

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

Meredith Wealth Planning held 228,393 DFGP 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 228,393 shares
    Change vs previous 13F +30,534 shares

    2.94% of the 13F portfolio, value $12,438,288.

    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 197,859 shares
    Change vs previous 13F +65,820 shares

    2.89% of the 13F portfolio, value $10,682,407.

    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 132,039 shares
    Change vs previous 13F +39,238 shares

    2.13% of the 13F portfolio, value $7,139,348.

    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 92,801 shares
    Change vs previous 13F +21,331 shares

    1.63% of the 13F portfolio, value $5,156,974.

    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 71,470 shares
    Change vs previous 13F +7,222 shares

    1.41% of the 13F portfolio, value $3,894,423.

    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 64,248 shares
    Change vs previous 13F +259 shares

    1.51% of the 13F portfolio, value $3,432,787.

    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 63,989 shares
    Change vs previous 13F +12,959 shares

    1.51% of the 13F portfolio, value $3,380,550.

    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 51,030 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,811,767.

    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).