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Meriwether Wealth & Planning, LLC: FBND position timeline

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

Meriwether Wealth & Planning, LLC held 402,883 FBND 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 402,883 shares
    Change vs previous 13F +7,295 shares

    9.09% of the 13F portfolio, value $18,327,148.

    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 395,588 shares
    Change vs previous 13F +33,171 shares

    9.89% of the 13F portfolio, value $18,046,725.

    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 362,417 shares
    Change vs previous 13F +7,365 shares

    9.41% of the 13F portfolio, value $16,685,679.

    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 355,052 shares
    Change vs previous 13F +9,860 shares

    9.51% of the 13F portfolio, value $16,417,604.

    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 345,192 shares
    Change vs previous 13F -2,500 shares

    9.9% of the 13F portfolio, value $15,792,534.

    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 347,692 shares
    Change vs previous 13F +35,622 shares

    10.36% of the 13F portfolio, value $15,872,140.

    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 312,070 shares
    Change vs previous 13F not available

    9.97% of the 13F portfolio, value $14,002,581.

    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).