Meredith Wealth Planning KMLM — KRANESHARES TR

Ownership history in Meredith Wealth Planning  ·  2 quarters on record

AI Ownership Summary

Meredith Wealth Planning reported KRANESHARES TR (KMLM) in 2 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.36% in 2026 Q3. The latest visible filing shows KMLM at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KMLM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meredith Wealth Planning's position in KRANESHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

KMLM was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meredith Wealth Planning held KMLM — position size vs. price
% of Fund (quarterly)    KMLM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 46,384 +18,786 +68.1% 0.36% $1.4M 2026-10-14 $31.28
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Meredith Wealth Planning and KMLM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meredith Wealth Planning reported owning KMLM?

Meredith Wealth Planning reported KMLM across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported KMLM position in Meredith Wealth Planning's portfolio?

The largest reported portfolio weight for KMLM was 0.36% in 2026 Q3.

What is the latest reported KMLM position on this page?

The most recent filing on this page is 2026 Q3, when Meredith Wealth Planning reported 46,384 shares, equal to 0.36% of portfolio, with an estimated market value of $1.4M.

What does the chart on this KMLM ownership page compare?

The chart compares Meredith Wealth Planning's quarterly KMLM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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