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CIK 0001956471 • 7 13F filings • May 8, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("meredith-wealth-planning","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001956471-25-000007 |
| $315.5M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001956471-26-000003 | $423.7M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001956471-25-000006 | $275.4M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001956471-26-000002 | $369.1M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001956471-25-000005 | $226.7M | View |