Meriwether Wealth & Planning, LLC: SPLV position timeline

Meriwether Wealth & Planning, LLC held 3,000 SPLV 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 3,000 shares

   Change vs previous 13F -66,920 shares

   0.11% of the 13F portfolio, value $224,700.

   13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 69,920 shares

   Change vs previous 13F +8,627 shares

   2.8% of the 13F portfolio, value $5,113,949.

   13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 61,293 shares

   Change vs previous 13F +3,925 shares

   2.47% of the 13F portfolio, value $4,377,546.

   13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 57,368 shares

   Change vs previous 13F +2,770 shares

   2.44% of the 13F portfolio, value $4,215,401.

   13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 54,598 shares

   Change vs previous 13F not available

   2.49% of the 13F portfolio, value $3,975,826.

   13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).