Meriwether Wealth & Planning’s COPT Defense Properties CDP Stock Holding History

Meriwether Wealth & Planning’s Portfolio CDP Stock Details CDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.51K	Buy	+105	New	+$3.82K	﹤0.01%	571

Other funds holding CDP

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Meriwether Wealth & Planning's CDP Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in COPT Defense Properties (CDP) in Q3 2026: 105 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings.

12 funds tracked by Wall St. Rank hold CDP as of Q3 2026.

Meriwether Wealth & Planning held 105 shares of COPT Defense Properties worth $3.51K as of Q3 2026.
COPT Defense Properties was a new Meriwether Wealth & Planning position in Q3 2026.
COPT Defense Properties made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #571 holding.
12 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.