Skip to content
Disclosery

Meridian Wealth Management, LLC: XLV position timeline

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

Meridian Wealth Management, LLC held 59,932 XLV 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 59,932 shares
    Change vs previous 13F +5,391 shares

    0.29% of the 13F portfolio, value $9,506,578.

    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 54,541 shares
    Change vs previous 13F +25,952 shares

    0.28% of the 13F portfolio, value $8,002,621.

    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 28,589 shares
    Change vs previous 13F +1,550 shares

    0.16% of the 13F portfolio, value $4,425,611.

    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 27,039 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $3,759,033.

    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 27,031 shares
    Change vs previous 13F -663 shares

    0.16% of the 13F portfolio, value $3,643,329.

    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 27,694 shares
    Change vs previous 13F -574 shares

    0.2% of the 13F portfolio, value $4,041,175.

    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 28,268 shares
    Change vs previous 13F +118 shares

    0.18% of the 13F portfolio, value $3,887,996.

    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 28,150 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,331,612.

    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).