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Meriwether Wealth & Planning, LLC: ELV position timeline

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

Meriwether Wealth & Planning, LLC held 2,679 ELV 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 2,679 shares
    Change vs previous 13F -183 shares

    0.51% of the 13F portfolio, value $1,036,050.

    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 2,862 shares
    Change vs previous 13F +916 shares

    0.46% of the 13F portfolio, value $837,851.

    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 1,946 shares
    Change vs previous 13F -23 shares

    0.38% of the 13F portfolio, value $682,170.

    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 1,969 shares
    Change vs previous 13F -158 shares

    0.37% of the 13F portfolio, value $636,223.

    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 2,127 shares
    Change vs previous 13F -17 shares

    0.52% of the 13F portfolio, value $827,318.

    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 2,144 shares
    Change vs previous 13F +540 shares

    0.61% of the 13F portfolio, value $932,554.

    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 1,604 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $591,716.

    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).