Meriwether Wealth & Planning, LLC RSP INVESCO EXCHANGE TRADED FD T

Ownership history in Meriwether Wealth & Planning, LLC  ·  7 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported INVESCO EXCHANGE TRADED FD T (RSP) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.5% in 2024 Q4. The latest visible filing shows RSP at 0.40% 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 RSP 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 INVESCO EXCHANGE TRADED FD T, 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

RSP was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

How Meriwether Wealth & Planning, LLC held RSP — position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 3,750 0% 0.40% $798K 2026-07-08 $212.20
2026 Q1 REDUCED 6.2% +11.4% 3,750 -250 -6.2% 0.39% $720K 2026-04-09 $197.32
2025 Q4 UNCHANGED 4,000 0% 0.43% $766K 2026-01-14 $197.07
2025 Q3 UNCHANGED 4,000 0% 0.44% $759K 2025-10-15 $186.58
2025 Q2 UNCHANGED 4,000 0% 0.46% $727K 2025-07-11 $181.41
2025 Q1 UNCHANGED 4,000 0% 0.45% $693K 2025-04-21 $156.15
2024 Q4 INITIATED 4,000 0.50% $701K 2025-02-07 $175.72

FAQ About Meriwether Wealth & Planning, LLC and RSP

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 RSP?

Meriwether Wealth & Planning, LLC reported RSP across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for RSP was 0.50% in 2024 Q4.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2026 Q2, when Meriwether Wealth & Planning, LLC reported 3,750 shares, equal to 0.40% of portfolio, with an estimated market value of $798K.

What does the chart on this RSP ownership page compare?

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

← Back to Meriwether Wealth & Planning, LLC Holdings