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Meriwether Wealth & Planning, LLC: SEIM position timeline

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

Meriwether Wealth & Planning, LLC held 55,153 SEIM 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 55,153 shares
    Change vs previous 13F +7,495 shares

    1.54% of the 13F portfolio, value $3,096,841.

    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 47,658 shares
    Change vs previous 13F +10,466 shares

    1.19% of the 13F portfolio, value $2,170,822.

    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 37,192 shares
    Change vs previous 13F +11,047 shares

    0.97% of the 13F portfolio, value $1,715,667.

    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 26,145 shares
    Change vs previous 13F +11,636 shares

    0.69% of the 13F portfolio, value $1,186,983.

    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 14,509 shares
    Change vs previous 13F -53,103 shares

    0.38% of the 13F portfolio, value $611,699.

    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 67,612 shares
    Change vs previous 13F +9,291 shares

    1.59% of the 13F portfolio, value $2,438,089.

    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 58,321 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,251,774.

    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).