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Disclosery

Meridian Wealth Partners, LLC: MUB position timeline

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

Meridian Wealth Partners, LLC held 152,797 MUB 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 152,797 shares
    Change vs previous 13F -18,821 shares

    1.99% of the 13F portfolio, value $16,444,014.

    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 171,618 shares
    Change vs previous 13F -1,287 shares

    2.5% of the 13F portfolio, value $18,217,251.

    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 172,905 shares
    Change vs previous 13F -27,190 shares

    2.55% of the 13F portfolio, value $18,519,855.

    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 200,095 shares
    Change vs previous 13F -8,119 shares

    2.93% of the 13F portfolio, value $21,308,117.

    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 208,214 shares
    Change vs previous 13F +8,742 shares

    3.15% of the 13F portfolio, value $21,754,199.

    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 199,472 shares
    Change vs previous 13F -20,823 shares

    3.36% of the 13F portfolio, value $21,032,328.

    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 220,295 shares
    Change vs previous 13F +385 shares

    3.56% of the 13F portfolio, value $23,472,433.

    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 219,910 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $23,888,824.

    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).