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Meridian Wealth Partners, LLC: SCHM position timeline

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

Meridian Wealth Partners, LLC held 230,886 SCHM 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 230,886 shares
    Change vs previous 13F -2,156 shares

    1.03% of the 13F portfolio, value $8,512,777.

    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 233,042 shares
    Change vs previous 13F -9,346 shares

    0.99% of the 13F portfolio, value $7,214,987.

    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 242,388 shares
    Change vs previous 13F -23,125 shares

    1% of the 13F portfolio, value $7,288,618.

    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 265,513 shares
    Change vs previous 13F -7,162 shares

    1.08% of the 13F portfolio, value $7,869,817.

    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 272,675 shares
    Change vs previous 13F +7,858 shares

    1.11% of the 13F portfolio, value $7,648,537.

    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 264,817 shares
    Change vs previous 13F -7,738 shares

    1.11% of the 13F portfolio, value $6,938,207.

    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 272,555 shares
    Change vs previous 13F +180,786 shares

    1.15% of the 13F portfolio, value $7,552,505.

    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 91,769 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $7,625,068.

    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).