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Meridian Wealth Partners, LLC: MBB position timeline

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

Meridian Wealth Partners, LLC held 297,555 MBB 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 297,555 shares
    Change vs previous 13F +17,221 shares

    3.4% of the 13F portfolio, value $28,124,927.

    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 280,334 shares
    Change vs previous 13F +12,074 shares

    3.65% of the 13F portfolio, value $26,617,726.

    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 268,260 shares
    Change vs previous 13F +8,360 shares

    3.52% of the 13F portfolio, value $25,543,722.

    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 259,900 shares
    Change vs previous 13F +12,296 shares

    3.4% of the 13F portfolio, value $24,729,478.

    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 247,604 shares
    Change vs previous 13F +16,481 shares

    3.37% of the 13F portfolio, value $23,247,530.

    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 231,123 shares
    Change vs previous 13F +803 shares

    3.46% of the 13F portfolio, value $21,674,704.

    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 230,320 shares
    Change vs previous 13F +6,538 shares

    3.2% of the 13F portfolio, value $21,115,757.

    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 223,782 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $21,440,578.

    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).