Skip to content
Disclosery

Meriwether Wealth & Planning, LLC: BFST position timeline

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

Meriwether Wealth & Planning, LLC held 37,186 BFST shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,186 shares
    Change vs previous 13F -397 shares

    0.57% of the 13F portfolio, value $1,142,726.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, LLC
    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 37,583 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,016,244.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, LLC
    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 37,583 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $982,420.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, LLC
    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 37,583 shares
    Change vs previous 13F -199 shares

    0.51% of the 13F portfolio, value $887,335.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, LLC
    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 37,782 shares
    Change vs previous 13F +106 shares

    0.58% of the 13F portfolio, value $931,326.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, LLC
    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 37,676 shares
    Change vs previous 13F +34 shares

    0.6% of the 13F portfolio, value $917,411.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, LLC
    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 37,642 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $967,399.

    13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).