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Meridian Wealth Management, LLC: WMT position timeline

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

Meridian Wealth Management, LLC held 157,755 WMT 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 157,755 shares
    Change vs previous 13F -16,230 shares

    0.55% of the 13F portfolio, value $17,867,059.

    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 173,985 shares
    Change vs previous 13F +8,923 shares

    0.77% of the 13F portfolio, value $21,618,357.

    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 165,062 shares
    Change vs previous 13F +11,190 shares

    0.65% of the 13F portfolio, value $18,389,993.

    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 153,872 shares
    Change vs previous 13F +6,080 shares

    0.61% of the 13F portfolio, value $15,880,611.

    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 147,792 shares
    Change vs previous 13F -12,282 shares

    0.62% of the 13F portfolio, value $14,461,723.

    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 160,074 shares
    Change vs previous 13F +8,845 shares

    0.68% of the 13F portfolio, value $14,065,173.

    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 151,229 shares
    Change vs previous 13F +6,780 shares

    0.65% of the 13F portfolio, value $13,675,394.

    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 144,449 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $11,677,636.

    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).