Skip to content
Disclosery

Meridian Wealth Partners, LLC: SCHZ position timeline

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

Meridian Wealth Partners, LLC held 13,006 SCHZ 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 13,006 shares
    Change vs previous 13F -501 shares

    0.04% of the 13F portfolio, value $300,829.

    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 13,507 shares
    Change vs previous 13F -1,869 shares

    0.04% of the 13F portfolio, value $313,633.

    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 15,376 shares
    Change vs previous 13F -1,105 shares

    0.05% of the 13F portfolio, value $359,338.

    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 16,481 shares
    Change vs previous 13F -12,651 shares

    0.05% of the 13F portfolio, value $386,810.

    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 29,132 shares
    Change vs previous 13F -605 shares

    0.1% of the 13F portfolio, value $677,028.

    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 29,737 shares
    Change vs previous 13F +115 shares

    0.11% of the 13F portfolio, value $688,709.

    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 29,622 shares
    Change vs previous 13F +14,824 shares

    0.1% of the 13F portfolio, value $672,420.

    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 14,798 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $703,201.

    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).