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Meriwether Wealth & Planning, LLC: BSCQ position timeline

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

Meriwether Wealth & Planning, LLC held 20,566 BSCQ 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 20,566 shares
    Change vs previous 13F -332,315 shares

    0.2% of the 13F portfolio, value $401,551.

    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 352,881 shares
    Change vs previous 13F +38,320 shares

    3.78% of the 13F portfolio, value $6,891,766.

    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 314,561 shares
    Change vs previous 13F +17,309 shares

    3.47% of the 13F portfolio, value $6,157,533.

    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 297,252 shares
    Change vs previous 13F +9,170 shares

    3.37% of the 13F portfolio, value $5,814,249.

    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 288,082 shares
    Change vs previous 13F +7,900 shares

    3.52% of the 13F portfolio, value $5,623,361.

    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 280,182 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $5,457,945.

    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).