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Meridian Wealth Advisors, LLC: SPY position timeline

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

Meridian Wealth Advisors, LLC held 31,988 SPY 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 31,988 shares
    Change vs previous 13F +628 shares

    2.71% of the 13F portfolio, value $23,887,367.

    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 31,360 shares
    Change vs previous 13F +284 shares

    2.7% of the 13F portfolio, value $20,394,446.

    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 31,076 shares
    Change vs previous 13F -1,845 shares

    2.93% of the 13F portfolio, value $21,191,425.

    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 32,921 shares
    Change vs previous 13F -49 shares

    3.11% of the 13F portfolio, value $21,931,590.

    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 32,970 shares
    Change vs previous 13F -632 shares

    3.22% of the 13F portfolio, value $20,370,730.

    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 33,602 shares
    Change vs previous 13F -401 shares

    3.19% of the 13F portfolio, value $18,796,636.

    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 34,003 shares
    Change vs previous 13F +15 shares

    3.29% of the 13F portfolio, value $19,928,442.

    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 33,988 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $19,500,932.

    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).