Meredith Wealth Planning

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$210M
Signature - Title
Mark Meredith - CCO
Location
Maryville, IL
Summary
This page shows a list of all the recent 13F filings made by Meredith Wealth Planning. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meredith Wealth Planning reported 46 stock holdings with total value $210M as of Q3 2024. Top holdings included AVUV, DUHP, AVGV, AVDV, and MTUM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 46 $210M +$8.96M -$1.76M +$7.21M AVUV, DUHP, AVGV, AVDV, MTUM 13F-HR 10/18/2024, 12:02 PM
Q2 2024 44 $191M +$14.1M -$1.19M +$12.9M AVUV, DUHP, AVGV, AVDV, MTUM 13F-HR 7/24/2024, 01:46 PM
Q1 2024 41 $179M +$8.92M -$2.05M +$6.87M AVUV, DUHP, AVDV, AVGV, MTUM 13F-HR 4/23/2024, 10:41 AM
Q4 2023 43 $161M +$30.7M -$19.2M +$11.6M AVUV, AVDV, DUHP, AVGV, MTUM 13F-HR 1/25/2024, 10:43 AM
Q3 2023 42 $135M +$14.3M -$819K +$13.5M AVUV, MTUM, AVDV, AVES, IMTM 13F-HR 10/16/2023, 09:35 AM
Q2 2023 39 $123M +$6.79M -$11.9M -$5.1M AVUV, MTUM, AVDV, AVES, IMTM 13F-HR 7/14/2023, 02:30 PM
Q1 2023 61 $124M +$12.4M -$6.46M +$5.98M AVUV, MTUM, AVDV, IMTM, AVES 13F-HR 4/24/2023, 09:30 AM
Q4 2022 60 $116M $0 $0 AVUV, MTUM, AVDV, IMTM, AVES 13F-HR 2/1/2023, 03:11 PM