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
- period ended2026-06-3013F 31,354 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,304 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,117 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,697 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,948 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,593 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,602 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,965 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).