Skip to content
Disclosery

Meriwether Wealth & Planning, LLC: UL position timeline

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

Meriwether Wealth & Planning, LLC held 16,521 UL 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 16,521 shares
    Change vs previous 13F +537 shares

    0.49% of the 13F portfolio, value $993,243.

    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 15,984 shares
    Change vs previous 13F +100 shares

    0.5% of the 13F portfolio, value $910,608.

    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 15,884 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,038,814.

    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).