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Meriwether Wealth & Planning’s Douglas Emmett DEI Stock Holding History

Meriwether Wealth & Planning’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$364 Buy
+38
New +$437 ﹤0.01% 798

Other funds holding DEI

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Meriwether Wealth & Planning opened a new position in Douglas Emmett (DEI) in Q3 2026: 38 shares worth $364. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

10 funds tracked by Wall St. Rank hold DEI as of Q3 2026.

  • Meriwether Wealth & Planning held 38 shares of Douglas Emmett worth $364 as of Q3 2026.
  • Douglas Emmett was a new Meriwether Wealth & Planning position in Q3 2026.
  • Douglas Emmett made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #798 holding.
  • 10 funds tracked by Wall St. Rank held Douglas Emmett as of Q3 2026.

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