Skip to content
Disclosery

Meridian Wealth Management, LLC: SCHW position timeline

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

Meridian Wealth Management, LLC held 5,472 SCHW 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 5,472 shares
    Change vs previous 13F +172 shares

    0.02% of the 13F portfolio, value $504,876.

    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 5,300 shares
    Change vs previous 13F -1,221 shares

    0.02% of the 13F portfolio, value $498,104.

    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 6,521 shares
    Change vs previous 13F +1,386 shares

    0.02% of the 13F portfolio, value $651,549.

    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 5,135 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $490,213.

    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 5,069 shares
    Change vs previous 13F -1,123 shares

    0.02% of the 13F portfolio, value $462,475.

    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 6,192 shares
    Change vs previous 13F +136 shares

    0.02% of the 13F portfolio, value $484,682.

    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 6,056 shares
    Change vs previous 13F -3,759 shares

    0.02% of the 13F portfolio, value $448,171.

    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 9,815 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $636,101.

    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).