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Disclosery

Meredith Wealth Planning: IBDS position timeline

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

Meredith Wealth Planning held 12,124 IBDS 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 12,124 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $293,647.

    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 11,996 shares
    Change vs previous 13F +44 shares

    0.08% of the 13F portfolio, value $290,780.

    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 11,952 shares
    Change vs previous 13F +172 shares

    0.09% of the 13F portfolio, value $290,199.

    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 11,780 shares
    Change vs previous 13F +127 shares

    0.09% of the 13F portfolio, value $286,721.

    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 11,653 shares
    Change vs previous 13F -284 shares

    0.1% of the 13F portfolio, value $282,818.

    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 11,937 shares
    Change vs previous 13F -37 shares

    0.13% of the 13F portfolio, value $288,626.

    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 11,974 shares
    Change vs previous 13F +176 shares

    0.13% of the 13F portfolio, value $286,886.

    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 11,798 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $287,527.

    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).