Skip to content
Disclosery

Meriwether Wealth & Planning, LLC: SPYD position timeline

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

Meriwether Wealth & Planning, LLC held 9,221 SPYD 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 9,221 shares
    Change vs previous 13F +53 shares

    0.22% of the 13F portfolio, value $439,934.

    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 9,168 shares
    Change vs previous 13F -1,208 shares

    0.23% of the 13F portfolio, value $417,327.

    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 10,376 shares
    Change vs previous 13F -1,534 shares

    0.25% of the 13F portfolio, value $448,762.

    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 11,910 shares
    Change vs previous 13F -5,050 shares

    0.3% of the 13F portfolio, value $524,040.

    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 16,960 shares
    Change vs previous 13F -1,384 shares

    0.45% of the 13F portfolio, value $719,782.

    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 18,344 shares
    Change vs previous 13F +3,187 shares

    0.53% of the 13F portfolio, value $811,905.

    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 15,157 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $655,389.

    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).