Meredith Wealth Planning: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meredith Wealth Planning on IWF, newest first. How the timeline and the estimate are built.
Meredith Wealth Planning held 3,192 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 3,192 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $399,830.
13F-HR 0001956471-26-000004 filed by Meredith Wealth Planning
Accepted , ingested