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Disclosery

Meredith Wealth Planning: DIHP position timeline

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

Meredith Wealth Planning held 729,518 DIHP 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 729,518 shares
    Change vs previous 13F +6,019 shares

    5.88% of the 13F portfolio, value $24,894,803.

    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 723,499 shares
    Change vs previous 13F +234,072 shares

    6.32% of the 13F portfolio, value $23,311,131.

    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 489,427 shares
    Change vs previous 13F +15,724 shares

    4.61% of the 13F portfolio, value $15,497,715.

    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 473,703 shares
    Change vs previous 13F +38,404 shares

    4.56% of the 13F portfolio, value $14,398,199.

    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 435,299 shares
    Change vs previous 13F +10,827 shares

    4.66% of the 13F portfolio, value $12,836,971.

    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 424,472 shares
    Change vs previous 13F +16,977 shares

    5.04% of the 13F portfolio, value $11,435,273.

    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 407,495 shares
    Change vs previous 13F +45,258 shares

    4.58% of the 13F portfolio, value $10,281,099.

    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 362,237 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $10,033,961.

    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).