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Meriwether Wealth & Planning’s Farmland Partners FPI Stock Holding History

Meriwether Wealth & Planning’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$106K Buy
+9,350
New +$94.6K 0.05% 178
2025
Q4 		– Sell
-10,130
Closed -$110K – 129
2025
Q3 		$110K Hold
10,130
– – 0.06% 126
2025
Q2 		$117K Hold
10,130
– – 0.07% 125
2025
Q1 		$113K Hold
10,130
– – 0.07% 122
2024
Q4 		$119K Buy
+10,130
New +$119K 0.08% 115

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SS
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PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Meriwether Wealth & Planning opened a new position in Farmland Partners (FPI) in Q3 2026: 9,350 shares worth $106K. The stake represents 0.05% of the portfolio and ranks #178 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in FPI as recently as Q3 2025.

Meriwether Wealth & Planning first reported a position in FPI in Q4 2024 and has held it in 5 quarters since. The position peaked at $119K in Q4 2024. 12 funds tracked by Wall St. Rank hold FPI as of Q3 2026.

  • Meriwether Wealth & Planning held 9,350 shares of Farmland Partners worth $106K as of Q3 2026.
  • Farmland Partners was a new Meriwether Wealth & Planning position in Q3 2026.
  • Farmland Partners made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #178 holding.
  • Meriwether Wealth & Planning first reported a position in Farmland Partners in Q4 2024 and has held it in 5 quarters since.
  • Meriwether Wealth & Planning's Farmland Partners position peaked at $119K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2026.

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