Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
JXN holding history
Jackson Financial 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.
JXN overviewAll 13F holders of JXNFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,050
- Value
- $414.7K
- % of portfolio
- 0.2%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,050 | $414.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 4,050 | $428.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 4,050 | $431.9K | 0.2% | −102−2.5% | Reduced | Holders |
| Q3 2025 | 4,152 | $420.3K | 0.2% | −467−10.1% | Reduced | Holders |
| Q2 2025 | 4,619 | $410.1K | 0.3% | −111−2.3% | Reduced | Holders |
| Q1 2025 | 4,730 | $396.3K | 0.3% | −8−0.2% | Reduced | Holders |
| Q4 2024 | 4,738 | $412.6K | 0.3% | – | No prior filing | Holders |