Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
BNY holding history
Bank of New York Mellon Corp in every 13F filed by Meriwether Wealth & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BNY overviewAll 13F holders of BNYFull Q2 2026 holdings
- Shares (Q2 2026)
- 8,020
- Value
- $1.16M
- % of portfolio
- 0.6%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,020 | $1.16M | 0.6% | −39−0.5% | Reduced | Holders |
| Q1 2026 | 8,059 | $956.0K | 0.5% | −2,838−26.0% | Reduced | Holders |
| Q4 2025 | 10,897 | $1.27M | 0.7% | −2,345−17.7% | Reduced | Holders |
| Q3 2025 | 13,242 | $1.44M | 0.8% | −263−1.9% | Reduced | Holders |
| Q2 2025 | 13,505 | $1.23M | 0.8% | −840−5.9% | Reduced | Holders |
| Q1 2025 | 14,345 | $1.20M | 0.8% | +1,530+11.9% | Added | Holders |
| Q4 2024 | 12,815 | $984.6K | 0.7% | – | No prior filing | Holders |