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Disclosery

Meredith Wealth Planning: VCSH position timeline

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

Meredith Wealth Planning held 10,393 VCSH 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 10,393 shares
    Change vs previous 13F -170 shares

    0.19% of the 13F portfolio, value $821,348.

    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 10,563 shares
    Change vs previous 13F -1,222 shares

    0.23% of the 13F portfolio, value $837,318.

    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 11,785 shares
    Change vs previous 13F +243 shares

    0.28% of the 13F portfolio, value $939,655.

    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 11,542 shares
    Change vs previous 13F -147 shares

    0.29% of the 13F portfolio, value $922,527.

    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 11,689 shares
    Change vs previous 13F -4,371 shares

    0.34% of the 13F portfolio, value $929,271.

    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 16,060 shares
    Change vs previous 13F -895 shares

    0.56% of the 13F portfolio, value $1,267,803.

    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 16,955 shares
    Change vs previous 13F -2,126 shares

    0.59% of the 13F portfolio, value $1,322,694.

    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 19,081 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,515,447.

    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).