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Meridian Wealth Management, LLC: ARES position timeline

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

Meridian Wealth Management, LLC held 31,354 ARES shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,354 shares
    Change vs previous 13F -950 shares

    0.11% of the 13F portfolio, value $3,490,044.

    13F-HR 0001697300-26-000010 filed by Meridian Wealth Management, 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 32,304 shares
    Change vs previous 13F +187 shares

    0.13% of the 13F portfolio, value $3,524,389.

    13F-HR 0001697300-26-000004 filed by Meridian Wealth Management, 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 32,117 shares
    Change vs previous 13F -580 shares

    0.18% of the 13F portfolio, value $5,190,995.

    13F-HR 0001697300-26-000002 filed by Meridian Wealth Management, 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 32,697 shares
    Change vs previous 13F -1,251 shares

    0.2% of the 13F portfolio, value $5,227,896.

    13F-HR 0001697300-25-000010 filed by Meridian Wealth Management, 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 33,948 shares
    Change vs previous 13F +355 shares

    0.25% of the 13F portfolio, value $5,879,776.

    13F-HR 0001697300-25-000006 filed by Meridian Wealth Management, 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 33,593 shares
    Change vs previous 13F -1,009 shares

    0.24% of the 13F portfolio, value $4,925,079.

    13F-HR 0001697300-25-000004 filed by Meridian Wealth Management, 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 34,602 shares
    Change vs previous 13F -363 shares

    0.29% of the 13F portfolio, value $6,125,658.

    13F-HR 0001697300-25-000002 filed by Meridian Wealth Management, 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 34,965 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,448,971.

    13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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