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Disclosery

Meredith Wealth Planning: DUHP position timeline

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

Meredith Wealth Planning held 1,189,266 DUHP 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 1,189,266 shares
    Change vs previous 13F -10,356 shares

    11.71% of the 13F portfolio, value $49,628,078.

    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 1,199,622 shares
    Change vs previous 13F +323,440 shares

    11.95% of the 13F portfolio, value $44,098,091.

    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 876,182 shares
    Change vs previous 13F -239 shares

    9.92% of the 13F portfolio, value $33,321,187.

    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 876,421 shares
    Change vs previous 13F +51,853 shares

    10.49% of the 13F portfolio, value $33,102,428.

    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 824,568 shares
    Change vs previous 13F +63,942 shares

    10.65% of the 13F portfolio, value $29,321,647.

    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 760,626 shares
    Change vs previous 13F +33,887 shares

    11.12% of the 13F portfolio, value $25,207,147.

    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 726,739 shares
    Change vs previous 13F +38,921 shares

    10.95% of the 13F portfolio, value $24,556,523.

    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 687,818 shares
    Change vs previous 13F not available

    11.18% of the 13F portfolio, value $23,433,950.

    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).