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Disclosery

Meridian Wealth Management, LLC: UWM position timeline

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

Meridian Wealth Management, LLC held 4,840 UWM 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 4,840 shares
    Change vs previous 13F -499 shares

    0.01% of the 13F portfolio, value $325,409.

    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 5,339 shares
    Change vs previous 13F +949 shares

    0.01% of the 13F portfolio, value $249,178.

    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 4,390 shares
    Change vs previous 13F -717 shares

    0.01% of the 13F portfolio, value $206,418.

    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 5,107 shares
    Change vs previous 13F +5,107 shares

    0.01% of the 13F portfolio, value $236,768.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -40,946 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 40,946 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,713,603.

    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).