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Disclosery

Meredith Wealth Planning: SLYV position timeline

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

Meredith Wealth Planning held 31,354 SLYV 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 31,354 shares
    Change vs previous 13F +268 shares

    0.81% of the 13F portfolio, value $3,421,064.

    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 31,086 shares
    Change vs previous 13F +656 shares

    0.8% of the 13F portfolio, value $2,940,133.

    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 30,430 shares
    Change vs previous 13F -125 shares

    0.82% of the 13F portfolio, value $2,768,248.

    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 30,555 shares
    Change vs previous 13F +159 shares

    0.86% of the 13F portfolio, value $2,708,659.

    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 30,396 shares
    Change vs previous 13F +5,408 shares

    0.88% of the 13F portfolio, value $2,424,353.

    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 24,988 shares
    Change vs previous 13F +539 shares

    0.86% of the 13F portfolio, value $1,959,049.

    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 24,449 shares
    Change vs previous 13F +614 shares

    0.95% of the 13F portfolio, value $2,133,194.

    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 23,835 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,069,317.

    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).