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Meridian Wealth Management, LLC: SOFI position timeline

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

Meridian Wealth Management, LLC held 11,124 SOFI 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 11,124 shares
    Change vs previous 13F -5,924 shares

    0.01% of the 13F portfolio, value $199,453.

    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 17,048 shares
    Change vs previous 13F -115,036 shares

    0.01% of the 13F portfolio, value $270,722.

    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 132,084 shares
    Change vs previous 13F +33,817 shares

    0.12% of the 13F portfolio, value $3,457,959.

    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 98,267 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,596,214.

    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).