Meridian Wealth Management, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Management, LLC on PM, newest first. How the timeline and the estimate are built.
Meridian Wealth Management, LLC held 14,141 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 14,141 sharesChange vs previous 13F -232 shares
0.08% of the 13F portfolio, value $2,558,224.
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 14,373 sharesChange vs previous 13F -817 shares
0.08% of the 13F portfolio, value $2,376,514.
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 15,190 sharesChange vs previous 13F +65 shares
0.09% of the 13F portfolio, value $2,436,501.
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 15,125 sharesChange vs previous 13F -238 shares
0.09% of the 13F portfolio, value $2,453,209.
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 15,363 sharesChange vs previous 13F +381 shares
0.12% of the 13F portfolio, value $2,797,975.
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 14,982 sharesChange vs previous 13F -642 shares
0.12% of the 13F portfolio, value $2,378,136.
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 15,624 sharesChange vs previous 13F +398 shares
0.09% of the 13F portfolio, value $1,880,314.
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 15,226 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,848,415.
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).