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Meridian Wealth Management, LLC: SCHB position timeline

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

Meridian Wealth Management, LLC held 471,477 SCHB 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 471,477 shares
    Change vs previous 13F +642 shares

    0.42% of the 13F portfolio, value $13,653,964.

    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 470,835 shares
    Change vs previous 13F +3,594 shares

    0.42% of the 13F portfolio, value $11,817,954.

    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 467,241 shares
    Change vs previous 13F -18,345 shares

    0.43% of the 13F portfolio, value $12,255,742.

    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 485,586 shares
    Change vs previous 13F +2,540 shares

    0.48% of the 13F portfolio, value $12,484,422.

    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 483,046 shares
    Change vs previous 13F -33,167 shares

    0.49% of the 13F portfolio, value $11,510,991.

    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 516,213 shares
    Change vs previous 13F -607 shares

    0.54% of the 13F portfolio, value $11,114,064.

    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 516,820 shares
    Change vs previous 13F +351,739 shares

    0.55% of the 13F portfolio, value $11,731,805.

    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 165,081 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $10,981,218.

    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).