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Instrumental Wealth, LLC

SEC CIK
0001976010
Latest filing
Jul 16, 2026

MTH holding history

Meritage Homes CORP in every 13F filed by Instrumental Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MTH overviewAll 13F holders of MTHFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of MTH by Instrumental Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,047−100.0%Sold outHolders
Q3 20241,047$206.0K0.2%00.0%UnchangedHolders
Q2 20241,047$202.2K0.2%+1,047NewHolders