Unified Ser Tr shares owned by Meriwether Wealth & Planning
Quarter-by-quarter ownership of Unified Ser Tr (OALC) 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 | $687k | 20k | 34.81 |
| 2025-06-30 | $657k | 20k | 32.45 |
| 2025-03-31 | $717k | 25k | 28.58 |
| 2024-12-31 | $804k | 27k | 29.63 |
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