Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
MA holding history
Mastercard 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.
MA overviewAll 13F holders of MAFull Q2 2026 holdings
- Shares (Q2 2026)
- 511
- Value
- $262.4K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 511 | $262.4K | 0.1% | −55−9.7% | Reduced | Holders |
| Q1 2026 | 566 | $282.8K | 0.2% | −84−12.9% | Reduced | Holders |
| Q4 2025 | 650 | $371.1K | 0.2% | −102−13.6% | Reduced | Holders |
| Q3 2025 | 752 | $427.7K | 0.2% | −5−0.7% | Reduced | Holders |
| Q2 2025 | 757 | $425.4K | 0.3% | −111−12.8% | Reduced | Holders |
| Q1 2025 | 868 | $475.8K | 0.3% | +1+0.1% | Added | Holders |
| Q4 2024 | 867 | $456.5K | 0.3% | – | No prior filing | Holders |