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Meriwether Wealth & Planning, LLC: BSJR position timeline

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

Meriwether Wealth & Planning, LLC held 29,385 BSJR 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 29,385 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $656,625.

    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 29,385 shares
    Change vs previous 13F -235 shares

    0.36% of the 13F portfolio, value $657,196.

    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 29,620 shares
    Change vs previous 13F +29 shares

    0.38% of the 13F portfolio, value $669,844.

    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 29,591 shares
    Change vs previous 13F +149 shares

    0.39% of the 13F portfolio, value $672,899.

    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 29,442 shares
    Change vs previous 13F +840 shares

    0.42% of the 13F portfolio, value $668,481.

    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 28,602 shares
    Change vs previous 13F +12,424 shares

    0.42% of the 13F portfolio, value $640,822.

    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 16,178 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $362,387.

    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).