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Meridian Wealth Partners, LLC: SCHX position timeline

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

Meridian Wealth Partners, LLC held 3,567,346 SCHX 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 3,567,346 shares
    Change vs previous 13F +66,906 shares

    12.71% of the 13F portfolio, value $104,986,990.

    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 3,500,440 shares
    Change vs previous 13F +94,697 shares

    12.32% of the 13F portfolio, value $89,751,270.

    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 3,405,743 shares
    Change vs previous 13F -9,023 shares

    12.63% of the 13F portfolio, value $91,648,543.

    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 3,414,766 shares
    Change vs previous 13F +465,244 shares

    12.38% of the 13F portfolio, value $89,944,929.

    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 2,949,522 shares
    Change vs previous 13F +8,590 shares

    10.45% of the 13F portfolio, value $72,086,327.

    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 2,940,932 shares
    Change vs previous 13F -51,822 shares

    10.36% of the 13F portfolio, value $64,935,789.

    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 2,992,754 shares
    Change vs previous 13F +1,999,111 shares

    10.52% of the 13F portfolio, value $69,372,036.

    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 993,643 shares
    Change vs previous 13F not available

    10.49% of the 13F portfolio, value $67,418,666.

    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).