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Meriwether Wealth & Planning, LLC

SEC CIK
0002055554
Latest filing
Jul 8, 2026

IQV holding history

IQVIA Holdings Inc. 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.

IQV overviewAll 13F holders of IQVFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of IQV by Meriwether Wealth & Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,239−100.0%Sold outHolders
Q1 20261,239$211.3K0.1%+1,239NewHolders
Q3 20250$00.0%−1,664−100.0%Sold outHolders
Q2 20251,664$262.2K0.2%−908−35.3%ReducedHolders
Q1 20252,572$453.4K0.3%+4+0.2%AddedHolders
Q4 20242,568$504.6K0.4%–No prior filingHolders