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Meriwether Wealth & Planning, LLC: IDMO position timeline

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

Meriwether Wealth & Planning, LLC held 46,140 IDMO 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 46,140 shares
    Change vs previous 13F +6,843 shares

    1.38% of the 13F portfolio, value $2,781,781.

    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 39,297 shares
    Change vs previous 13F +8,476 shares

    1.18% of the 13F portfolio, value $2,155,047.

    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 30,821 shares
    Change vs previous 13F +9,763 shares

    0.97% of the 13F portfolio, value $1,712,723.

    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 21,058 shares
    Change vs previous 13F +9,713 shares

    0.66% of the 13F portfolio, value $1,136,921.

    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 11,345 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $581,318.

    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).