Skip to main content

Meriwether Wealth & Planning, LLC

SEC CIK
0002055554
Latest filing
Jul 8, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
16,521
Value
$993.2K
% of portfolio
0.5%
Quarters held
7
Since Q4 2024
Holdings of UL by Meriwether Wealth & Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,521$993.2K0.5%+537+3.4%AddedHolders
Q1 202615,984$910.6K0.5%+100+0.6%AddedHolders
Q4 202515,884$1.04M0.6%−1,476−8.5%ReducedHolders
Q3 202517,360$1.03M0.6%+113+0.7%AddedHolders
Q2 202517,247$1.05M0.7%−429−2.4%ReducedHolders
Q1 202517,676$1.05M0.7%+2,148+13.8%AddedHolders
Q4 202415,528$880.4K0.6%–No prior filingHolders