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Disclosery

Meredith Wealth Planning: SGOV position timeline

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

Meredith Wealth Planning held 7,929 SGOV 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 7,929 shares
    Change vs previous 13F +69 shares

    0.19% of the 13F portfolio, value $798,217.

    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 7,860 shares
    Change vs previous 13F +45 shares

    0.21% of the 13F portfolio, value $791,177.

    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 7,815 shares
    Change vs previous 13F -7,038 shares

    0.23% of the 13F portfolio, value $784,426.

    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 14,853 shares
    Change vs previous 13F -168 shares

    0.47% of the 13F portfolio, value $1,495,732.

    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 15,021 shares
    Change vs previous 13F -4,299 shares

    0.55% of the 13F portfolio, value $1,512,485.

    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 19,320 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,944,944.

    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).