Meriwether Wealth & Planning »

Strategy shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Strategy (ESUM) 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
2025-12-31 $316k 12k 26.93

More positions owned by Meriwether Wealth & Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Exxon Mobil Corporation (XOM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPHY)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Meriwether Wealth & Planning

Top funds holding Strategy

Wealth Enhancement Advisory Services
Change Path
O'Connor Financial Group
Strategic Equity Management
Moneywise
Legacy Wealth Asset Management
PAX Financial Group
Geneos Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
SageOak Financial
First Heartland Consultants
LPL Financial
EverSource Wealth Advisors
IFP Advisors

View all funds holding Strategy