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Disclosery

Meredith Wealth Planning: DFSV position timeline

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

Meredith Wealth Planning held 15,002 DFSV 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 15,002 shares
    Change vs previous 13F +52 shares

    0.14% of the 13F portfolio, value $581,911.

    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 14,950 shares
    Change vs previous 13F -131 shares

    0.14% of the 13F portfolio, value $523,842.

    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 15,081 shares
    Change vs previous 13F +184 shares

    0.15% of the 13F portfolio, value $496,002.

    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 14,897 shares
    Change vs previous 13F +66 shares

    0.15% of the 13F portfolio, value $474,332.

    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 14,831 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $436,480.

    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).