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Meridian Wealth Partners, LLC: SCHB position timeline

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

Meridian Wealth Partners, LLC held 937,426 SCHB 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 937,426 shares
    Change vs previous 13F +16,141 shares

    3.29% of the 13F portfolio, value $27,147,860.

    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 921,285 shares
    Change vs previous 13F +25,847 shares

    3.17% of the 13F portfolio, value $23,124,256.

    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 895,438 shares
    Change vs previous 13F -2,281 shares

    3.24% of the 13F portfolio, value $23,487,342.

    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 897,719 shares
    Change vs previous 13F +16,226 shares

    3.18% of the 13F portfolio, value $23,080,345.

    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 881,493 shares
    Change vs previous 13F +26,686 shares

    3.05% of the 13F portfolio, value $21,005,968.

    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 854,807 shares
    Change vs previous 13F -22,634 shares

    2.94% of the 13F portfolio, value $18,403,986.

    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 877,441 shares
    Change vs previous 13F +586,717 shares

    3.02% of the 13F portfolio, value $19,917,901.

    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 290,724 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $19,338,932.

    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).