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Meriwether Wealth & Planning, LLC: SCHW position timeline

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

Meriwether Wealth & Planning, LLC held 15,830 SCHW 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 15,830 shares
    Change vs previous 13F +184 shares

    0.72% of the 13F portfolio, value $1,460,634.

    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 15,646 shares
    Change vs previous 13F -860 shares

    0.81% of the 13F portfolio, value $1,470,411.

    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 16,506 shares
    Change vs previous 13F -743 shares

    0.93% of the 13F portfolio, value $1,649,114.

    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 17,249 shares
    Change vs previous 13F -72 shares

    0.95% of the 13F portfolio, value $1,646,762.

    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 17,321 shares
    Change vs previous 13F -395 shares

    0.99% of the 13F portfolio, value $1,580,368.

    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 17,716 shares
    Change vs previous 13F +1,860 shares

    0.9% of the 13F portfolio, value $1,386,808.

    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 15,856 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,173,503.

    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).