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Meriwether Wealth & Planning, LLC

SEC CIK
0002055554
Latest filing
Jul 8, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
3,412
Value
$1.17M
% of portfolio
0.6%
Quarters held
7
Since Q4 2024
Holdings of V by Meriwether Wealth & Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,412$1.17M0.6%−54−1.6%ReducedHolders
Q1 20263,466$1.05M0.6%+467+15.6%AddedHolders
Q4 20252,999$1.05M0.6%−384−11.4%ReducedHolders
Q3 20253,383$1.15M0.7%−57−1.7%ReducedHolders
Q2 20253,440$1.22M0.8%−395−10.3%ReducedHolders
Q1 20253,835$1.34M0.9%−854−18.2%ReducedHolders
Q4 20244,689$1.48M1.1%–No prior filingHolders