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Meridian Wealth Management, LLC: SOXL position timeline

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

Meridian Wealth Management, LLC held 7,722 SOXL 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 7,722 shares
    Change vs previous 13F -12,157 shares

    0.06% of the 13F portfolio, value $2,059,643.

    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 19,879 shares
    Change vs previous 13F -737 shares

    0.03% of the 13F portfolio, value $952,422.

    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 20,616 shares
    Change vs previous 13F -762 shares

    0.03% of the 13F portfolio, value $866,508.

    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 21,378 shares
    Change vs previous 13F -5,223 shares

    0.03% of the 13F portfolio, value $744,824.

    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 26,601 shares
    Change vs previous 13F +16,543 shares

    0.03% of the 13F portfolio, value $667,951.

    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 10,058 shares
    Change vs previous 13F +624 shares

    0.01% of the 13F portfolio, value $160,422.

    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 9,434 shares
    Change vs previous 13F -686 shares

    0.01% of the 13F portfolio, value $257,636.

    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 10,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $371,202.

    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).