Meridian Wealth Management, LLC: DE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Management, LLC on DE, newest first. How the timeline and the estimate are built.
Meridian Wealth Management, LLC held 12,507 DE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 12,507 sharesChange vs previous 13F -503 shares
0.25% of the 13F portfolio, value $7,933,641.
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 13,010 sharesChange vs previous 13F -338 shares
0.26% of the 13F portfolio, value $7,328,665.
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 13,348 sharesChange vs previous 13F -2,842 shares
0.22% of the 13F portfolio, value $6,214,360.
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 16,190 sharesChange vs previous 13F +2,079 shares
0.28% of the 13F portfolio, value $7,403,213.
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 14,111 sharesChange vs previous 13F -320 shares
0.31% of the 13F portfolio, value $7,175,318.
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 14,431 sharesChange vs previous 13F -163 shares
0.33% of the 13F portfolio, value $6,773,047.
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 14,594 sharesChange vs previous 13F -543 shares
0.29% of the 13F portfolio, value $6,183,628.
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 15,137 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $6,317,284.
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).