Meriwether Wealth & Planning’s Immersion IMMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$369	Buy	+51	New	+$370	﹤0.01%	795

Other funds holding IMMR

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

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

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

Meriwether Wealth & Planning opened a new position in Immersion (IMMR) in Q3 2026: 51 shares worth $369. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

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

Meriwether Wealth & Planning held 51 shares of Immersion worth $369 as of Q3 2026.
Immersion was a new Meriwether Wealth & Planning position in Q3 2026.
Immersion made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #795 holding.
12 funds tracked by Wall St. Rank held Immersion as of Q3 2026.

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