Meridian Wealth Partners, LLC: DFAX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Partners, LLC on DFAX, newest first. How the timeline and the estimate are built.
Meridian Wealth Partners, LLC held 844,650 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 844,650 sharesChange vs previous 13F -7,819 shares
3.77% of the 13F portfolio, value $31,116,920.
13F-HR 0001951757-26-001239 filed by Meridian Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 852,469 sharesChange vs previous 13F -32,421 shares
3.97% of the 13F portfolio, value $28,958,376.
13F-HR 0001951757-26-000860 filed by Meridian Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 884,890 sharesChange vs previous 13F -60,912 shares
3.99% of the 13F portfolio, value $28,962,454.
13F-HR 0001951757-26-000430 filed by Meridian Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 945,802 sharesChange vs previous 13F -4,966 shares
4.08% of the 13F portfolio, value $29,679,252.
13F-HR 0001951757-25-001412 filed by Meridian Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 950,768 sharesChange vs previous 13F +2,186 shares
4.05% of the 13F portfolio, value $27,924,060.
13F-HR 0001951757-25-001074 filed by Meridian Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 948,582 sharesChange vs previous 13F -53,640 shares
3.97% of the 13F portfolio, value $24,852,841.
13F-HR 0001951757-25-000551 filed by Meridian Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,002,222 sharesChange vs previous 13F -2,979 shares
3.78% of the 13F portfolio, value $24,915,246.
13F-HR 0001951757-25-000237 filed by Meridian Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,005,201 sharesChange vs previous 13F not available
4.22% of the 13F portfolio, value $27,150,486.
13F-HR 0001951757-24-001190 filed by Meridian Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).