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Meridian Wealth Management, LLC: EQH position timeline

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

Meridian Wealth Management, LLC held 6,928 EQH 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 6,928 shares
    Change vs previous 13F -56,664 shares

    0.01% of the 13F portfolio, value $304,001.

    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 63,592 shares
    Change vs previous 13F -877 shares

    0.08% of the 13F portfolio, value $2,359,895.

    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 64,469 shares
    Change vs previous 13F +1,578 shares

    0.11% of the 13F portfolio, value $3,071,964.

    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 62,891 shares
    Change vs previous 13F -302 shares

    0.12% of the 13F portfolio, value $3,193,620.

    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 63,193 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,545,127.

    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).