Number of Shares
8,586
Previous 8,633 0.54%
Holding current value
$681 Million
Previous $606 Million 12.29%
% of portfolio
0.43%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025

SELL
N/A
-47 Reduced 0.54%
8,586 $681 Million
Q1 2025

Apr 21, 2025

SELL
N/A
-1 Reduced 0.01%
8,633 $606 Million
Q4 2024

Feb 07, 2025

BUY
N/A
8,634 New
8,634 $625 Million
Track This Portfolio

Track Meriwether Wealth & Planning, LLC Portfolio

Follow Meriwether Wealth & Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meriwether Wealth & Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meriwether Wealth & Planning, LLC with notifications on news.