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Meridian Wealth Partners, LLC: DFAS position timeline

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

Meridian Wealth Partners, LLC held 70,708 DFAS 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 70,708 shares
    Change vs previous 13F +718 shares

    0.7% of the 13F portfolio, value $5,822,097.

    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 69,990 shares
    Change vs previous 13F +4,287 shares

    0.68% of the 13F portfolio, value $4,978,389.

    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 65,703 shares
    Change vs previous 13F +10,142 shares

    0.63% of the 13F portfolio, value $4,577,529.

    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 55,561 shares
    Change vs previous 13F +7,676 shares

    0.52% of the 13F portfolio, value $3,803,707.

    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 47,885 shares
    Change vs previous 13F +3,999 shares

    0.44% of the 13F portfolio, value $3,050,754.

    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 43,886 shares
    Change vs previous 13F +6,985 shares

    0.42% of the 13F portfolio, value $2,622,189.

    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 36,901 shares
    Change vs previous 13F +2,829 shares

    0.36% of the 13F portfolio, value $2,401,518.

    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 34,072 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,209,910.

    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).