Meridian Wealth Advisors, LLC: UPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Advisors, LLC on UPS, newest first. How the timeline and the estimate are built.
Meridian Wealth Advisors, LLC held 3,270 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,270 sharesChange vs previous 13F +105 shares
0.04% of the 13F portfolio, value $351,525.
13F-HR 0001951757-26-001265 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,165 sharesChange vs previous 13F +3,165 shares
0.04% of the 13F portfolio, value $311,373.
13F-HR 0001951757-26-000818 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,029 shares
13F-HR 0001951757-25-000506 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,029 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $255,857.
13F-HR 0001951757-25-000238 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,029 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $276,634.
13F-HR 0001951757-24-001117 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).