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Meridian Wealth Management, LLC: WFC position timeline

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

Meridian Wealth Management, LLC held 18,804 WFC 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 18,804 shares
    Change vs previous 13F -8,988 shares

    0.05% of the 13F portfolio, value $1,553,953.

    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 27,792 shares
    Change vs previous 13F +14,336 shares

    0.08% of the 13F portfolio, value $2,212,502.

    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 13,456 shares
    Change vs previous 13F -7,506 shares

    0.04% of the 13F portfolio, value $1,254,086.

    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 20,962 shares
    Change vs previous 13F -3,000 shares

    0.07% of the 13F portfolio, value $1,757,041.

    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 23,962 shares
    Change vs previous 13F +4,986 shares

    0.08% of the 13F portfolio, value $1,919,796.

    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 18,976 shares
    Change vs previous 13F +9,871 shares

    0.07% of the 13F portfolio, value $1,362,320.

    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 9,105 shares
    Change vs previous 13F +176 shares

    0.03% of the 13F portfolio, value $639,514.

    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 8,929 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $504,402.

    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).