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Meridian Wealth Management, LLC: BND position timeline

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

Meridian Wealth Management, LLC held 291,941 BND 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 291,941 shares
    Change vs previous 13F +14,241 shares

    0.66% of the 13F portfolio, value $21,431,388.

    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 277,700 shares
    Change vs previous 13F +5,639 shares

    0.73% of the 13F portfolio, value $20,449,831.

    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 272,061 shares
    Change vs previous 13F -213,733 shares

    0.71% of the 13F portfolio, value $20,151,552.

    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 485,794 shares
    Change vs previous 13F +23,883 shares

    1.38% of the 13F portfolio, value $36,128,475.

    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 461,911 shares
    Change vs previous 13F +24,919 shares

    1.45% of the 13F portfolio, value $34,010,504.

    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 436,992 shares
    Change vs previous 13F +78,146 shares

    1.55% of the 13F portfolio, value $32,097,094.

    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 358,846 shares
    Change vs previous 13F +44,554 shares

    1.22% of the 13F portfolio, value $25,804,624.

    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 314,292 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $23,606,467.

    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).