Meriwether Wealth & Planning, LLC F — FORD MTR CO

Ownership history in Meriwether Wealth & Planning, LLC  ·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported FORD MTR CO (F) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows F at 0.14% 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.

What this F ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in FORD MTR CO, 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 Q2

F was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

F stock page Meriwether Wealth & Planning, LLC fund profile Meriwether Wealth & Planning, LLC full holdings
How Meriwether Wealth & Planning, LLC held F — position size vs. price
% of Fund (quarterly)    F price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 20,405 +2,067 +11.3% 0.14% $284K 2026-07-08 $13.50
2026 Q1 ADDED — — — 18,338 +607 +3.4% 0.12% $212K 2026-04-09 $12.09
2025 Q4 ADDED — — — 17,731 +2,430 +15.9% 0.13% $233K 2026-01-14 $13.52
2025 Q3 ADDED — — — 15,301 +115 +0.8% 0.11% $183K 2025-10-15 $11.36
2025 Q2 ADDED — — — 15,186 +985 +6.9% 0.10% $165K 2025-07-11 $11.23
2025 Q1 INITIATED — — — 14,201 — — 0.09% $142K 2025-04-21 $8.90

🏢 Other funds also holding F

As of 2026 Q2 — sorted by position size

MFG WEALTH MANAGEMENT, INC. 1.43% M.E. ALLISON & CO., INC. 0.36% Hilltop National Bank 0.24% Grant Private Wealth Management Inc 0.19% Post Resch Tallon Group Inc. 0.1% Breakwater Capital Group 3Y 0.09% Czech National Bank 3Y 0.08% Trust Asset Management LLC 3Y 7Y 0.08% PensionDanmark Pensionsforsikringsaktieselskab 0.07% First National Bank of Mount Dora, Trust Investment Services 3Y 0.07%

FAQ About Meriwether Wealth & Planning, LLC and F

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

How long has Meriwether Wealth & Planning, LLC reported owning F?

Meriwether Wealth & Planning, LLC reported F across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported F position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for F was 0.14% in 2026 Q2.

What is the latest reported F position on this page?

The most recent filing on this page is 2026 Q2, when Meriwether Wealth & Planning, LLC reported 20,405 shares, equal to 0.14% of portfolio, with an estimated market value of $284K.

What does the chart on this F ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly F 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.

How well did Meriwether Wealth & Planning, LLC time their F position?

Based on 13F filing dates vs. subsequent F price moves, Meriwether Wealth & Planning, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on F relative to SPY over the holding period was +1.9%.

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