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Meridian Wealth Advisors, LLC: MDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Advisors, LLC on MDY, newest first. How the timeline and the estimate are built.

Meridian Wealth Advisors, LLC held 11,736 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,736 shares
    Change vs previous 13F -170 shares

    0.94% of the 13F portfolio, value $8,254,091.

    13F-HR 0001951757-26-001265 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,906 shares
    Change vs previous 13F +153 shares

    0.97% of the 13F portfolio, value $7,343,434.

    13F-HR 0001951757-26-000818 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,753 shares
    Change vs previous 13F -948 shares

    0.98% of the 13F portfolio, value $7,090,569.

    13F-HR 0001951757-26-000470 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,701 shares
    Change vs previous 13F +32 shares

    1.07% of the 13F portfolio, value $7,570,138.

    13F-HR 0001951757-25-001394 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,669 shares
    Change vs previous 13F -119 shares

    1.13% of the 13F portfolio, value $7,176,995.

    13F-HR 0001951757-25-001066 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,788 shares
    Change vs previous 13F +47 shares

    1.16% of the 13F portfolio, value $6,822,380.

    13F-HR 0001951757-25-000506 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,741 shares
    Change vs previous 13F +72 shares

    1.2% of the 13F portfolio, value $7,256,825.

    13F-HR 0001951757-25-000238 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,669 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $7,217,238.

    13F-HR 0001951757-24-001117 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).