Meridian Wealth Management, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Management, LLC on IEFA, newest first. How the timeline and the estimate are built.
Meridian Wealth Management, LLC held 172,923 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 172,923 sharesChange vs previous 13F +24,686 shares
0.52% of the 13F portfolio, value $16,700,910.
13F-HR 0001697300-26-000010 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 148,237 sharesChange vs previous 13F +12,351 shares
0.48% of the 13F portfolio, value $13,419,910.
13F-HR 0001697300-26-000004 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 135,886 sharesChange vs previous 13F +7,183 shares
0.43% of the 13F portfolio, value $12,156,351.
13F-HR 0001697300-26-000002 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 128,703 sharesChange vs previous 13F +28,118 shares
0.43% of the 13F portfolio, value $11,237,017.
13F-HR 0001697300-25-000010 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 100,585 sharesChange vs previous 13F +53,123 shares
0.36% of the 13F portfolio, value $8,396,796.
13F-HR 0001697300-25-000006 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 47,462 sharesChange vs previous 13F +11,683 shares
0.17% of the 13F portfolio, value $3,590,465.
13F-HR 0001697300-25-000004 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,779 sharesChange vs previous 13F +7,560 shares
0.12% of the 13F portfolio, value $2,514,515.
13F-HR 0001697300-25-000002 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,219 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $2,202,528.
13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).