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Meridian Wealth Management, LLC: SPYM position timeline

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

Meridian Wealth Management, LLC held 174,804 SPYM 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 174,804 shares
    Change vs previous 13F -5,354 shares

    0.48% of the 13F portfolio, value $15,361,749.

    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 180,158 shares
    Change vs previous 13F -6,942 shares

    0.49% of the 13F portfolio, value $13,789,279.

    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 187,100 shares
    Change vs previous 13F +76,434 shares

    0.53% of the 13F portfolio, value $15,009,192.

    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 110,666 shares
    Change vs previous 13F +5,162 shares

    0.33% of the 13F portfolio, value $8,669,574.

    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 105,504 shares
    Change vs previous 13F +5,313 shares

    0.33% of the 13F portfolio, value $7,669,060.

    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 100,191 shares
    Change vs previous 13F +25,937 shares

    0.32% of the 13F portfolio, value $6,588,537.

    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 74,254 shares
    Change vs previous 13F +4,228 shares

    0.24% of the 13F portfolio, value $5,119,055.

    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 70,026 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,727,434.

    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).