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Meriwether Wealth & Planning, LLC: SCHA position timeline

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

Meriwether Wealth & Planning, LLC held 199,923 SCHA 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 199,923 shares
    Change vs previous 13F -4,706 shares

    3.58% of the 13F portfolio, value $7,223,218.

    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 204,629 shares
    Change vs previous 13F +8,686 shares

    3.26% of the 13F portfolio, value $5,950,611.

    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 195,943 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $5,580,457.

    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).