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Meridian Wealth Management, LLC: SDVY position timeline

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

Meridian Wealth Management, LLC held 118,278 SDVY 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 118,278 shares
    Change vs previous 13F -1,626 shares

    0.16% of the 13F portfolio, value $5,102,512.

    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 119,904 shares
    Change vs previous 13F -2,779 shares

    0.17% of the 13F portfolio, value $4,727,807.

    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 122,683 shares
    Change vs previous 13F +2,363 shares

    0.17% of the 13F portfolio, value $4,701,208.

    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 120,320 shares
    Change vs previous 13F +2,311 shares

    0.18% of the 13F portfolio, value $4,574,523.

    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 118,009 shares
    Change vs previous 13F +4,079 shares

    0.18% of the 13F portfolio, value $4,163,360.

    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 113,930 shares
    Change vs previous 13F +44,041 shares

    0.18% of the 13F portfolio, value $3,816,655.

    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 69,889 shares
    Change vs previous 13F +30,553 shares

    0.12% of the 13F portfolio, value $2,505,521.

    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 39,336 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,431,044.

    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).