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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

  1. period ended2026-06-30
    13F 844,650 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 852,469 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 884,890 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 945,802 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 950,768 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 948,582 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 1,002,222 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 1,005,201 shares
    Change 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), ingested

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