Meridian Wealth Management, LLC: CGUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Management, LLC on CGUS, newest first. How the timeline and the estimate are built.
Meridian Wealth Management, LLC held 60,848 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 60,848 sharesChange vs previous 13F -77 shares
0.08% of the 13F portfolio, value $2,706,519.
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 60,925 sharesChange vs previous 13F -537 shares
0.08% of the 13F portfolio, value $2,340,739.
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 61,462 sharesChange vs previous 13F +3,812 shares
0.09% of the 13F portfolio, value $2,472,629.
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 57,650 sharesChange vs previous 13F +8,385 shares
0.09% of the 13F portfolio, value $2,279,481.
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 49,265 sharesChange vs previous 13F +14,152 shares
0.08% of the 13F portfolio, value $1,819,356.
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 35,113 sharesChange vs previous 13F +14 shares
0.06% of the 13F portfolio, value $1,172,774.
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 35,099 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $1,227,412.
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 35,099 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,203,194.
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).