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Meridian Wealth Partners, LLC: DFAU position timeline

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

Meridian Wealth Partners, LLC held 1,134,778 DFAU 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 1,134,778 shares
    Change vs previous 13F +19,562 shares

    7.1% of the 13F portfolio, value $58,656,666.

    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 1,115,216 shares
    Change vs previous 13F +37,088 shares

    6.91% of the 13F portfolio, value $50,318,553.

    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 1,078,128 shares
    Change vs previous 13F -33,330 shares

    6.95% of the 13F portfolio, value $50,456,391.

    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 1,111,458 shares
    Change vs previous 13F -712,651 shares

    7% of the 13F portfolio, value $50,860,308.

    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 1,824,109 shares
    Change vs previous 13F +12,148 shares

    11.2% of the 13F portfolio, value $77,269,276.

    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 1,811,961 shares
    Change vs previous 13F -34,803 shares

    11.12% of the 13F portfolio, value $69,651,781.

    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 1,846,764 shares
    Change vs previous 13F +17,108 shares

    11.34% of the 13F portfolio, value $74,775,456.

    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 1,829,656 shares
    Change vs previous 13F not available

    11.29% of the 13F portfolio, value $72,619,062.

    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).