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Meridian Wealth Advisors, LLC: MSFT position timeline

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

Meridian Wealth Advisors, LLC held 58,941 MSFT 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 58,941 shares
    Change vs previous 13F +1,806 shares

    2.5% of the 13F portfolio, value $21,986,180.

    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 57,135 shares
    Change vs previous 13F +2,083 shares

    2.8% of the 13F portfolio, value $21,149,565.

    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 55,052 shares
    Change vs previous 13F -2,522 shares

    3.69% of the 13F portfolio, value $26,624,118.

    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 57,574 shares
    Change vs previous 13F +1,163 shares

    4.23% of the 13F portfolio, value $29,820,393.

    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 56,411 shares
    Change vs previous 13F +563 shares

    4.44% of the 13F portfolio, value $28,059,166.

    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 55,848 shares
    Change vs previous 13F +938 shares

    3.56% of the 13F portfolio, value $20,964,622.

    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 54,910 shares
    Change vs previous 13F +2,014 shares

    3.82% of the 13F portfolio, value $23,144,432.

    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 52,896 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $22,761,158.

    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).