Meriwether Wealth & Planning »

Strategy shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Strategy (ESSC) shares owned by Meriwether Wealth & Planning from 13F filings

Historical chart of Meriwether Wealth & Planning investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Meriwether Wealth & Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy by Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $85k 3.0k 28.64

More positions owned by Meriwether Wealth & Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust St Port High Etf (SPHY)
Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)

View all positions for Meriwether Wealth & Planning

Top funds holding Strategy

Strategic Equity Management
Orgel Wealth Management
Moneywise
Wealth Enhancement Advisory Services
Ronald Blue Trust
PAX Financial Group
Commonwealth Equity Services
Values First Advisors
EverSource Wealth Advisors
First Heartland Consultants
Whitaker-Myers Wealth Managers
Gradient Investments
Change Path
Meriwether Wealth & Planning
Advisor Group Holdings

View all funds holding Strategy