Position in IQV
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$211,299
-$50,930 QoQ
Shares Held
1,239
-25.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Meriwether Wealth & Planning, LLC holds $413,622 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
825 | $413,622 |
All Filings in IQV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,299 | 1,239 | Shares | Sole | 2026-04-09 | |
| 2025-06-30 | $262,229 | 1,664 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $453,443 | 2,572 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $504,637 | 2,568 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||