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Meridian Wealth Partners, LLC: AGG position timeline

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

Meridian Wealth Partners, LLC held 994,500 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 994,500 shares
    Change vs previous 13F +51,327 shares

    11.92% of the 13F portfolio, value $98,435,601.

    13F-HR 0001951757-26-001239 filed by Meridian Wealth Partners, 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 943,173 shares
    Change vs previous 13F +38,054 shares

    12.85% of the 13F portfolio, value $93,628,822.

    13F-HR 0001951757-26-000860 filed by Meridian Wealth Partners, 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 905,119 shares
    Change vs previous 13F +45,951 shares

    12.46% of the 13F portfolio, value $90,403,299.

    13F-HR 0001951757-26-000430 filed by Meridian Wealth Partners, 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 859,168 shares
    Change vs previous 13F +35,132 shares

    11.85% of the 13F portfolio, value $86,131,636.

    13F-HR 0001951757-25-001412 filed by Meridian Wealth Partners, 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 824,036 shares
    Change vs previous 13F +54,990 shares

    11.85% of the 13F portfolio, value $81,744,380.

    13F-HR 0001951757-25-001074 filed by Meridian Wealth Partners, 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 769,046 shares
    Change vs previous 13F +1,951 shares

    12.14% of the 13F portfolio, value $76,074,018.

    13F-HR 0001951757-25-000551 filed by Meridian Wealth Partners, 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 767,095 shares
    Change vs previous 13F +32,128 shares

    11.28% of the 13F portfolio, value $74,331,482.

    13F-HR 0001951757-25-000237 filed by Meridian Wealth Partners, 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 734,967 shares
    Change vs previous 13F not available

    11.58% of the 13F portfolio, value $74,430,136.

    13F-HR 0001951757-24-001190 filed by Meridian Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).