Skip to content
Disclosery

Meredith Wealth Planning: DFSD position timeline

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

Meredith Wealth Planning held 180,461 DFSD 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 180,461 shares
    Change vs previous 13F +20,169 shares

    2.03% of the 13F portfolio, value $8,616,999.

    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 160,292 shares
    Change vs previous 13F +31,681 shares

    2.08% of the 13F portfolio, value $7,674,779.

    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 128,611 shares
    Change vs previous 13F +29,958 shares

    1.84% of the 13F portfolio, value $6,166,897.

    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 98,653 shares
    Change vs previous 13F +34,798 shares

    1.51% of the 13F portfolio, value $4,754,087.

    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 63,855 shares
    Change vs previous 13F +3,143 shares

    1.11% of the 13F portfolio, value $3,065,693.

    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 60,712 shares
    Change vs previous 13F +4,927 shares

    1.27% of the 13F portfolio, value $2,885,057.

    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 55,785 shares
    Change vs previous 13F +7,523 shares

    1.17% of the 13F portfolio, value $2,615,182.

    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 48,262 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,304,010.

    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).