Skip to content
Disclosery

Meridian Wealth Management, LLC: BRK-B position timeline

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

Meridian Wealth Management, LLC held 74,514 BRK-B 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 74,514 shares
    Change vs previous 13F -1,708 shares

    1.16% of the 13F portfolio, value $37,286,256.

    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 76,222 shares
    Change vs previous 13F +4,477 shares

    1.3% of the 13F portfolio, value $36,525,431.

    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 71,745 shares
    Change vs previous 13F +2,379 shares

    1.27% of the 13F portfolio, value $36,062,461.

    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 69,366 shares
    Change vs previous 13F -3,881 shares

    1.34% of the 13F portfolio, value $34,873,020.

    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 73,247 shares
    Change vs previous 13F -229 shares

    1.52% of the 13F portfolio, value $35,581,154.

    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 73,476 shares
    Change vs previous 13F +955 shares

    1.89% of the 13F portfolio, value $39,131,803.

    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 72,521 shares
    Change vs previous 13F +463 shares

    1.56% of the 13F portfolio, value $32,872,280.

    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 72,058 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $33,165,408.

    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).