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Meriwether Wealth & Planning, LLC: SCHG position timeline

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

Meriwether Wealth & Planning, LLC held 656,757 SCHG 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 656,757 shares
    Change vs previous 13F +14,802 shares

    11.02% of the 13F portfolio, value $22,224,657.

    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 641,955 shares
    Change vs previous 13F -79,966 shares

    10.24% of the 13F portfolio, value $18,700,149.

    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 721,921 shares
    Change vs previous 13F -359 shares

    13.28% of the 13F portfolio, value $23,549,063.

    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 722,280 shares
    Change vs previous 13F +28,968 shares

    13.35% of the 13F portfolio, value $23,047,955.

    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 693,312 shares
    Change vs previous 13F +25,800 shares

    12.69% of the 13F portfolio, value $20,251,644.

    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 667,512 shares
    Change vs previous 13F +89,026 shares

    10.91% of the 13F portfolio, value $16,714,500.

    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 578,486 shares
    Change vs previous 13F not available

    11.48% of the 13F portfolio, value $16,122,405.

    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).