Unified Ser Tr shares owned by Meriwether Wealth & Planning
Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by Meriwether Wealth & Planning
from 13F filings
Historical chart of Meriwether Wealth & Planning investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Meriwether Wealth & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 39k | 23.06 |
| 2025-06-30 | $898k | 39k | 22.79 |
| 2025-03-31 | $1.3M | 57k | 22.78 |
| 2024-12-31 | $1.6M | 71k | 22.48 |
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