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Meridian Wealth Management, LLC: HEQT position timeline

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

Meridian Wealth Management, LLC held 154,811 HEQT 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 154,811 shares
    Change vs previous 13F +179 shares

    0.16% of the 13F portfolio, value $5,192,365.

    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 154,632 shares
    Change vs previous 13F +20,782 shares

    0.17% of the 13F portfolio, value $4,870,918.

    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 133,850 shares
    Change vs previous 13F +6,719 shares

    0.15% of the 13F portfolio, value $4,289,884.

    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 127,131 shares
    Change vs previous 13F +8,019 shares

    0.15% of the 13F portfolio, value $3,971,187.

    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 119,112 shares
    Change vs previous 13F +111,240 shares

    0.15% of the 13F portfolio, value $3,579,307.

    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 7,872 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,942.

    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).