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Meridian Wealth Management, LLC: HEFA position timeline

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

Meridian Wealth Management, LLC held 17,310 HEFA 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 17,310 shares
    Change vs previous 13F -1,600 shares

    0.03% of the 13F portfolio, value $812,254.

    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 18,910 shares
    Change vs previous 13F -383 shares

    0.03% of the 13F portfolio, value $803,564.

    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 19,293 shares
    Change vs previous 13F -867 shares

    0.03% of the 13F portfolio, value $797,943.

    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 20,160 shares
    Change vs previous 13F -260,943 shares

    0.03% of the 13F portfolio, value $798,536.

    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 281,103 shares
    Change vs previous 13F -38,368 shares

    0.46% of the 13F portfolio, value $10,670,676.

    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 319,471 shares
    Change vs previous 13F +1,907 shares

    0.56% of the 13F portfolio, value $11,593,606.

    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 317,564 shares
    Change vs previous 13F +43,138 shares

    0.52% of the 13F portfolio, value $11,035,364.

    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 274,426 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $9,720,182.

    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).