• 13F History

Meriwether Wealth & Planning, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$140M
Signature - Title
Aryn Sands - Agent
Location
Minden, LA
Summary
This page shows a list of all the recent 13F filings made by Meriwether Wealth & Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meriwether Wealth & Planning, LLC reported 117 stock holdings with total value $140M as of Q4 2024. Top holdings included SCHG, SCHV, FBND, BOND, and DFAS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 117 $140M $0 $0 SCHG, SCHV, FBND, BOND, DFAS 13F-HR 2/7/2025, 02:02 PM