Meredith Wealth Planning

Business address
6300 E Main St, Maryville, IL, 62062
Top securities (13F)
AVUV, DUHP, AVGV, AVDV, MTUM, AVES, DIHP, AVGE, DFCF, IMTM, AVUS, DFGP, DFSD, NVDA, AVDE, VTI, VOO, DEHP, DGCB, and SLYV
State of incorporation
IL
Fiscal year end
31 December
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Meredith Wealth Planning has filed 12 SEC EDGAR filings since 01 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-22785
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-22785
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-22785
13F-HR Open Document Open Filing 31 Jan 2025 31 Dec 2024 028-22785
13F-HR Open Document Open Filing 18 Oct 2024 30 Sep 2024 028-22785
13F-HR Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-22785
13F-HR Open Document Open Filing 23 Apr 2024 31 Mar 2024 028-22785
13F-HR Open Document Open Filing 25 Jan 2024 31 Dec 2023 028-22785
13F-HR Open Document Open Filing 16 Oct 2023 30 Sep 2023 028-22785
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-22785
13F-HR Open Document Open Filing 24 Apr 2023 31 Mar 2023 028-22785
13F-HR Open Document Open Filing 01 Feb 2023 31 Dec 2022 028-22785