Skip to content
Disclosery

Meridian Wealth Partners, LLC: VLUE position timeline

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

Meridian Wealth Partners, LLC held 170,213 VLUE 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 170,213 shares
    Change vs previous 13F -16,021 shares

    4.12% of the 13F portfolio, value $34,010,296.

    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 186,234 shares
    Change vs previous 13F +2,535 shares

    3.63% of the 13F portfolio, value $26,480,631.

    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 183,699 shares
    Change vs previous 13F +1,582 shares

    3.46% of the 13F portfolio, value $25,117,175.

    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 182,117 shares
    Change vs previous 13F +6,970 shares

    3.13% of the 13F portfolio, value $22,773,734.

    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 175,147 shares
    Change vs previous 13F +6,444 shares

    2.87% of the 13F portfolio, value $19,828,342.

    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 168,703 shares
    Change vs previous 13F +1,564 shares

    2.87% of the 13F portfolio, value $17,992,183.

    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 167,139 shares
    Change vs previous 13F +5,172 shares

    2.68% of the 13F portfolio, value $17,651,570.

    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 161,967 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $17,660,901.

    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).