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Disclosery

Meredith Wealth Planning: GOOGL position timeline

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

Meredith Wealth Planning held 7,548 GOOGL 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 7,548 shares
    Change vs previous 13F +195 shares

    0.64% of the 13F portfolio, value $2,697,607.

    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 7,353 shares
    Change vs previous 13F -308 shares

    0.57% of the 13F portfolio, value $2,114,369.

    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 7,661 shares
    Change vs previous 13F -123 shares

    0.71% of the 13F portfolio, value $2,397,777.

    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 7,784 shares
    Change vs previous 13F -429 shares

    0.6% of the 13F portfolio, value $1,892,286.

    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 8,213 shares
    Change vs previous 13F +6 shares

    0.53% of the 13F portfolio, value $1,447,445.

    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 8,207 shares
    Change vs previous 13F -4 shares

    0.56% of the 13F portfolio, value $1,269,110.

    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 8,211 shares
    Change vs previous 13F +259 shares

    0.69% of the 13F portfolio, value $1,554,394.

    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 7,952 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,318,788.

    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).