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Meridian Wealth Management, LLC: MSFT position timeline

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

Meridian Wealth Management, LLC held 166,473 MSFT 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 166,473 shares
    Change vs previous 13F -2,807 shares

    1.93% of the 13F portfolio, value $62,097,924.

    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 169,280 shares
    Change vs previous 13F -1,668 shares

    2.22% of the 13F portfolio, value $62,662,342.

    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 170,948 shares
    Change vs previous 13F +6,791 shares

    2.91% of the 13F portfolio, value $82,673,685.

    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 164,157 shares
    Change vs previous 13F +2,973 shares

    3.26% of the 13F portfolio, value $85,025,049.

    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 161,184 shares
    Change vs previous 13F -130 shares

    3.42% of the 13F portfolio, value $80,174,541.

    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 161,314 shares
    Change vs previous 13F -12,449 shares

    2.93% of the 13F portfolio, value $60,555,677.

    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 173,763 shares
    Change vs previous 13F +2,711 shares

    3.46% of the 13F portfolio, value $73,241,313.

    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 171,052 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $73,603,626.

    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).