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Meridian Wealth Management, LLC: DVY position timeline

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

Meridian Wealth Management, LLC held 10,537 DVY 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 10,537 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $1,646,900.

    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 10,560 shares
    Change vs previous 13F -221 shares

    0.06% of the 13F portfolio, value $1,598,899.

    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 10,781 shares
    Change vs previous 13F -177 shares

    0.05% of the 13F portfolio, value $1,521,599.

    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 10,958 shares
    Change vs previous 13F +2,153 shares

    0.06% of the 13F portfolio, value $1,557,092.

    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 8,805 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $1,169,415.

    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 8,881 shares
    Change vs previous 13F +431 shares

    0.06% of the 13F portfolio, value $1,192,634.

    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 8,450 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $1,109,335.

    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 8,467 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,143,698.

    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).