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Meridian Wealth Partners, LLC: EFV position timeline

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

Meridian Wealth Partners, LLC held 241,314 EFV 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 241,314 shares
    Change vs previous 13F +5,134 shares

    2.24% of the 13F portfolio, value $18,472,604.

    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 236,180 shares
    Change vs previous 13F +5,084 shares

    2.41% of the 13F portfolio, value $17,560,010.

    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 231,096 shares
    Change vs previous 13F -3,559 shares

    2.27% of the 13F portfolio, value $16,502,560.

    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 234,655 shares
    Change vs previous 13F +67,648 shares

    2.19% of the 13F portfolio, value $15,916,678.

    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 167,007 shares
    Change vs previous 13F +254 shares

    1.54% of the 13F portfolio, value $10,601,632.

    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 166,753 shares
    Change vs previous 13F -2,690 shares

    1.57% of the 13F portfolio, value $9,828,399.

    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 169,443 shares
    Change vs previous 13F +5,625 shares

    1.35% of the 13F portfolio, value $8,890,654.

    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 163,818 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $9,424,450.

    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).