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Meridian Wealth Management, LLC: CRM position timeline

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

Meridian Wealth Management, LLC held 27,336 CRM 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 27,336 shares
    Change vs previous 13F -440 shares

    0.13% of the 13F portfolio, value $4,282,427.

    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 27,776 shares
    Change vs previous 13F +4,667 shares

    0.18% of the 13F portfolio, value $5,185,030.

    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 23,109 shares
    Change vs previous 13F -2,068 shares

    0.22% of the 13F portfolio, value $6,121,772.

    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 25,177 shares
    Change vs previous 13F +1,438 shares

    0.23% of the 13F portfolio, value $5,966,979.

    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 23,739 shares
    Change vs previous 13F +527 shares

    0.28% of the 13F portfolio, value $6,473,471.

    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 23,212 shares
    Change vs previous 13F -1,922 shares

    0.3% of the 13F portfolio, value $6,229,259.

    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 25,134 shares
    Change vs previous 13F +1,405 shares

    0.4% of the 13F portfolio, value $8,403,139.

    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 23,729 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,494,851.

    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).