Skip to content
Disclosery

Meredith Wealth Planning: DGCB position timeline

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

Meredith Wealth Planning held 39,405 DGCB 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 39,405 shares
    Change vs previous 13F -3,446 shares

    0.51% of the 13F portfolio, value $2,154,289.

    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 42,851 shares
    Change vs previous 13F -3,945 shares

    0.63% of the 13F portfolio, value $2,319,723.

    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 46,796 shares
    Change vs previous 13F -2,918 shares

    0.76% of the 13F portfolio, value $2,538,104.

    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 49,714 shares
    Change vs previous 13F +10,994 shares

    0.87% of the 13F portfolio, value $2,756,641.

    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 38,720 shares
    Change vs previous 13F +3,986 shares

    0.76% of the 13F portfolio, value $2,099,786.

    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 34,734 shares
    Change vs previous 13F +2,120 shares

    0.81% of the 13F portfolio, value $1,846,807.

    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 32,614 shares
    Change vs previous 13F +21,031 shares

    0.76% of the 13F portfolio, value $1,715,485.

    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 11,583 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $635,230.

    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).