Skip to content
Disclosery

Meridian Wealth Management, LLC: SPY position timeline

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

Meridian Wealth Management, LLC held 102,346 SPY 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 102,346 shares
    Change vs previous 13F +1,543 shares

    2.37% of the 13F portfolio, value $76,429,227.

    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 100,803 shares
    Change vs previous 13F +5,616 shares

    2.33% of the 13F portfolio, value $65,555,934.

    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 95,187 shares
    Change vs previous 13F +3,096 shares

    2.29% of the 13F portfolio, value $65,008,048.

    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 92,091 shares
    Change vs previous 13F +178 shares

    2.35% of the 13F portfolio, value $61,348,961.

    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 91,913 shares
    Change vs previous 13F -2,997 shares

    2.42% of the 13F portfolio, value $56,788,562.

    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 94,910 shares
    Change vs previous 13F +1,432 shares

    2.57% of the 13F portfolio, value $53,091,528.

    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 93,478 shares
    Change vs previous 13F +10,459 shares

    2.59% of the 13F portfolio, value $54,785,731.

    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 83,019 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $47,632,966.

    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).