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Meriwether Wealth & Planning, LLC: SCHV position timeline

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

Meriwether Wealth & Planning, LLC held 671,004 SCHV 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 671,004 shares
    Change vs previous 13F +14,978 shares

    11.58% of the 13F portfolio, value $23,357,649.

    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 656,026 shares
    Change vs previous 13F -107,742 shares

    10.96% of the 13F portfolio, value $20,008,793.

    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 763,768 shares
    Change vs previous 13F +28,226 shares

    12.75% of the 13F portfolio, value $22,615,170.

    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 735,542 shares
    Change vs previous 13F +40,249 shares

    12.41% of the 13F portfolio, value $21,411,628.

    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 695,293 shares
    Change vs previous 13F +27,291 shares

    12.06% of the 13F portfolio, value $19,238,757.

    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 668,002 shares
    Change vs previous 13F +118,031 shares

    11.59% of the 13F portfolio, value $17,755,493.

    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 549,971 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $14,337,744.

    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).