Meredith Wealth Planning SEC EDGAR Filings (CIK 0001956471)

SEC EDGAR filings, ownership reports, and insider transactions for Meredith Wealth Planning.

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

Latest Filings

Recent SEC filings for Meredith Wealth Planning including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jan 2026 31 Dec 2025 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2025 30 Jun 2025 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2025 31 Mar 2025 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2025 31 Dec 2024 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2024 30 Sep 2024 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2024 30 Jun 2024 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2024 31 Mar 2024 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2024 31 Dec 2023 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2023 30 Sep 2023 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2023 30 Jun 2023 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2023 31 Mar 2023 028-22785
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2023 31 Dec 2022 028-22785

About this filer

Meredith Wealth Planning files with the SEC under CIK 0001956471. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
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Updates follow new EDGAR submissions and periodic data refreshes.

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