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Disclosery

Meredith Wealth Planning: QVAL position timeline

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

Meredith Wealth Planning held 24,883 QVAL 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 24,883 shares
    Change vs previous 13F +43 shares

    0.33% of the 13F portfolio, value $1,379,785.

    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 24,840 shares
    Change vs previous 13F +20 shares

    0.35% of the 13F portfolio, value $1,295,167.

    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 24,820 shares
    Change vs previous 13F +250 shares

    0.36% of the 13F portfolio, value $1,211,081.

    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 24,570 shares
    Change vs previous 13F -3,241 shares

    0.36% of the 13F portfolio, value $1,146,203.

    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 27,811 shares
    Change vs previous 13F +123 shares

    0.44% of the 13F portfolio, value $1,223,959.

    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 27,688 shares
    Change vs previous 13F +73 shares

    0.52% of the 13F portfolio, value $1,180,875.

    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 27,615 shares
    Change vs previous 13F +274 shares

    0.55% of the 13F portfolio, value $1,232,739.

    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 27,341 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,261,394.

    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).