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Disclosery

Meredith Wealth Planning: IMTM position timeline

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

Meredith Wealth Planning held 86,855 IMTM 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 86,855 shares
    Change vs previous 13F +376 shares

    1.09% of the 13F portfolio, value $4,631,997.

    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 86,479 shares
    Change vs previous 13F -151,838 shares

    1.13% of the 13F portfolio, value $4,152,715.

    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 238,317 shares
    Change vs previous 13F +4,356 shares

    3.4% of the 13F portfolio, value $11,432,058.

    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 233,961 shares
    Change vs previous 13F -3,964 shares

    3.55% of the 13F portfolio, value $11,202,034.

    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 237,925 shares
    Change vs previous 13F +9,042 shares

    3.95% of the 13F portfolio, value $10,870,796.

    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 228,883 shares
    Change vs previous 13F -2,050 shares

    4.03% of the 13F portfolio, value $9,141,606.

    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 230,933 shares
    Change vs previous 13F +10,720 shares

    3.85% of the 13F portfolio, value $8,636,885.

    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 220,213 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $8,892,205.

    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).