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Meridian Wealth Management, LLC: XTRE position timeline

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

Meridian Wealth Management, LLC held 75,984 XTRE 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 75,984 shares
    Change vs previous 13F +2,238 shares

    0.12% of the 13F portfolio, value $3,725,476.

    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 73,746 shares
    Change vs previous 13F +9,596 shares

    0.13% of the 13F portfolio, value $3,651,145.

    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 64,150 shares
    Change vs previous 13F +40,060 shares

    0.11% of the 13F portfolio, value $3,192,243.

    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 24,090 shares
    Change vs previous 13F +9,015 shares

    0.05% of the 13F portfolio, value $1,200,610.

    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 15,075 shares
    Change vs previous 13F +8,268 shares

    0.03% of the 13F portfolio, value $750,436.

    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 6,807 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $337,151.

    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).