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Meridian Wealth Management, LLC: SPHY position timeline

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

Meridian Wealth Management, LLC held 25,915 SPHY 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 25,915 shares
    Change vs previous 13F +2,893 shares

    0.02% of the 13F portfolio, value $607,440.

    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 23,022 shares
    Change vs previous 13F -2,746 shares

    0.02% of the 13F portfolio, value $536,875.

    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 25,768 shares
    Change vs previous 13F -196,052 shares

    0.02% of the 13F portfolio, value $609,935.

    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 221,820 shares
    Change vs previous 13F +18,548 shares

    0.2% of the 13F portfolio, value $5,310,381.

    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 203,272 shares
    Change vs previous 13F -1,284 shares

    0.21% of the 13F portfolio, value $4,837,866.

    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 204,556 shares
    Change vs previous 13F +30,325 shares

    0.23% of the 13F portfolio, value $4,790,705.

    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 174,231 shares
    Change vs previous 13F +17,168 shares

    0.19% of the 13F portfolio, value $4,089,212.

    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 157,063 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,777,364.

    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).