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Meridian Wealth Management, LLC: SPYV position timeline

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

Meridian Wealth Management, LLC held 255,696 SPYV 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 255,696 shares
    Change vs previous 13F +372 shares

    0.48% of the 13F portfolio, value $15,543,780.

    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 255,324 shares
    Change vs previous 13F +1,934 shares

    0.51% of the 13F portfolio, value $14,446,231.

    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 253,390 shares
    Change vs previous 13F -1,061 shares

    0.51% of the 13F portfolio, value $14,395,066.

    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 254,451 shares
    Change vs previous 13F +3,132 shares

    0.54% of the 13F portfolio, value $14,078,796.

    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 251,319 shares
    Change vs previous 13F -2,366 shares

    0.56% of the 13F portfolio, value $13,154,025.

    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 253,685 shares
    Change vs previous 13F +1,429 shares

    0.63% of the 13F portfolio, value $12,955,697.

    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 252,256 shares
    Change vs previous 13F -8,636 shares

    0.61% of the 13F portfolio, value $12,900,383.

    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 260,892 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $13,790,769.

    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).