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Meriwether Wealth & Planning, LLC → BFST

Meriwether Wealth & Planning, LLC BFST Position History

Business First Bancshares, Inc. • Banking

Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$887K
Q4 2025$982K
Q1 2026$1M
Q2 2026$1.1M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M37.2K——
Q2 2026$1.1M37.2K——
Q1 2026$1M37.6K——
Q4 2025$982K37.6K——
Q3 2025$887K37.6K——

Other funds holding BFST

Other Meriwether Wealth & Planning, LLC positions

SCHW-PJ

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$24.8M
SCHW-PJ

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$23.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.4M