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Meridian Wealth Management, LLC: SSO position timeline

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

Meridian Wealth Management, LLC held 43,774 SSO 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 43,774 shares
    Change vs previous 13F +9,223 shares

    0.09% of the 13F portfolio, value $2,949,516.

    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 34,551 shares
    Change vs previous 13F +727 shares

    0.06% of the 13F portfolio, value $1,792,511.

    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 33,824 shares
    Change vs previous 13F +16,637 shares

    0.07% of the 13F portfolio, value $1,959,067.

    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 17,187 shares
    Change vs previous 13F -459 shares

    0.07% of the 13F portfolio, value $1,927,209.

    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 17,646 shares
    Change vs previous 13F +1,515 shares

    0.07% of the 13F portfolio, value $1,724,347.

    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 16,131 shares
    Change vs previous 13F -2,739 shares

    0.06% of the 13F portfolio, value $1,335,323.

    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 18,870 shares
    Change vs previous 13F +946 shares

    0.08% of the 13F portfolio, value $1,745,681.

    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 17,924 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,616,174.

    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).