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Meridian Wealth Management, LLC: VBR position timeline

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

Meridian Wealth Management, LLC held 77,936 VBR 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 77,936 shares
    Change vs previous 13F +1,983 shares

    0.59% of the 13F portfolio, value $18,937,749.

    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 75,953 shares
    Change vs previous 13F +2,176 shares

    0.59% of the 13F portfolio, value $16,500,771.

    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 73,777 shares
    Change vs previous 13F +3,123 shares

    0.55% of the 13F portfolio, value $15,625,160.

    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 70,654 shares
    Change vs previous 13F +3,565 shares

    0.57% of the 13F portfolio, value $14,746,248.

    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 67,089 shares
    Change vs previous 13F +8,972 shares

    0.56% of the 13F portfolio, value $13,083,080.

    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 58,117 shares
    Change vs previous 13F +3,787 shares

    0.52% of the 13F portfolio, value $10,826,644.

    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 54,330 shares
    Change vs previous 13F +2,097 shares

    0.51% of the 13F portfolio, value $10,767,169.

    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 52,233 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $10,487,382.

    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).