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
- period ended2026-06-3013F 46,140 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,297 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,821 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,058 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,345 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).