Position in ADI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,033,039
+$99,299 QoQ
Shares Held
2,601
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#1,173
of 2,270 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Meriwether Wealth & Planning, LLC holds $5,577,205 across 7 Semiconductors names. ADI ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,528 | $1,706,367 | |
| 2 | ADI |
Analog Devices Inc
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|
2,601 | $1,033,039 | |
| 3 | MU |
Micron Technology Inc
|
757 | $873,797 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,241 | $720,909 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,402 | $669,553 | |
| 6 | AVGO |
Broadcom Inc.
|
807 | $304,844 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
902 | $268,696 |
All Filings in ADI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,033,039 | 2,601 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $933,740 | 2,935 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,011,847 | 3,731 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $998,033 | 4,062 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $950,175 | 3,992 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $827,653 | 4,104 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $747,434 | 3,518 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||