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Disclosery

Meredith Wealth Planning: IJS position timeline

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

Meredith Wealth Planning held 5,521 IJS 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 5,521 shares
    Change vs previous 13F -70 shares

    0.18% of the 13F portfolio, value $754,624.

    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 5,591 shares
    Change vs previous 13F -44 shares

    0.18% of the 13F portfolio, value $662,248.

    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 5,635 shares
    Change vs previous 13F +65 shares

    0.19% of the 13F portfolio, value $640,820.

    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 5,570 shares
    Change vs previous 13F -10 shares

    0.2% of the 13F portfolio, value $615,938.

    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 5,580 shares
    Change vs previous 13F +15 shares

    0.2% of the 13F portfolio, value $555,111.

    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 5,565 shares
    Change vs previous 13F -41 shares

    0.24% of the 13F portfolio, value $542,491.

    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 5,606 shares
    Change vs previous 13F +16 shares

    0.27% of the 13F portfolio, value $608,888.

    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 5,590 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $601,838.

    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).