Meriwether Wealth & Planning, LLC: FPI position timeline

Meriwether Wealth & Planning, LLC held 0 FPI shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -10,130 shares

   13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 10,130 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $110,214.

   13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 10,130 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $116,596.

   13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 10,130 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $112,950.

   13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 10,130 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $119,129.

   13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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