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Disclosery

Meridian Wealth Management, LLC: EXC position timeline

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

Meridian Wealth Management, LLC held 12,730 EXC 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 12,730 shares
    Change vs previous 13F +8,186 shares

    0.02% of the 13F portfolio, value $593,451.

    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 4,544 shares
    Change vs previous 13F -950 shares

    0.01% of the 13F portfolio, value $222,759.

    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 5,494 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,490.

    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).