Meridian Wealth Management, LLC: KLAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Management, LLC on KLAC, newest first. How the timeline and the estimate are built.
Meridian Wealth Management, LLC held 30,990 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 30,990 sharesChange vs previous 13F +21,534 shares
0.29% of the 13F portfolio, value $9,350,031.
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 9,456 sharesChange vs previous 13F -122 shares
0.49% of the 13F portfolio, value $13,923,813.
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 9,578 sharesChange vs previous 13F +646 shares
0.41% of the 13F portfolio, value $11,638,325.
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 8,932 sharesChange vs previous 13F +43 shares
0.37% of the 13F portfolio, value $9,634,406.
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 8,889 sharesChange vs previous 13F -244 shares
0.34% of the 13F portfolio, value $7,962,150.
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 9,133 sharesChange vs previous 13F -81 shares
0.3% of the 13F portfolio, value $6,208,936.
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 9,214 sharesChange vs previous 13F +53 shares
0.27% of the 13F portfolio, value $5,805,696.
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 9,161 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $7,094,750.
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).