Current Market Value 2,342,085,475
Current Holdings 670
Most Recent File Date 2025-08-08
Total Filings on Record 37
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Meridian Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 670 2,342,085
2025-05-12 2025-03-31 13F-HR 620 2,065,707
2025-02-06 2024-12-31 13F-HR 625 2,113,863
2024-11-12 2024-09-30 13F-HR 627 2,034,407
2024-08-08 2024-06-30 13F-HR 290 836,620
2024-04-25 2024-03-31 13F-HR 199 600,692
2024-02-08 2023-12-31 13F-HR 592 1,566,218
2023-10-17 2023-09-30 13F-HR 540 1,632,109
2023-08-02 2023-06-30 13F-HR 545 1,186,181
2023-05-15 2023-03-31 13F-HR 545 1,146,542
2023-02-14 2022-12-31 13F-HR 526 1,021,363
2022-11-14 2022-09-30 13F-HR 491 929,471
2022-08-05 2022-06-30 13F-HR 556 1,222,539
2022-05-12 2022-03-31 13F-HR 397 914,989
2022-01-27 2021-12-31 13F-HR 401 936,488
2021-10-15 2021-09-30 13F-HR 389 810,708
2021-07-22 2021-06-30 13F-HR 378 784,636
2021-05-07 2021-03-31 13F-HR 362 687,008
2021-01-19 2020-12-31 13F-HR 336 630,157
2020-10-09 2020-09-30 13F-HR 254 407,887
2020-07-15 2020-06-30 13F-HR 223 298,776
2020-04-16 2020-03-31 13F-HR 201 225,731
2020-01-09 2019-12-31 13F-HR 196 207,947
2019-11-08 2019-09-30 13F-HR 200 212,421
2019-07-19 2019-06-30 13F-HR 537 2,470,835
2019-06-03 2019-03-31 13F-HR/A 1 R 193 219,762
2019-05-15 2019-03-31 13F-HR 493 2,403,157
2019-02-05 2018-12-31 13F-HR 157 169,794
2018-10-19 2018-09-30 13F-HR 169 232,614
2018-08-06 2018-06-30 13F-HR 183 212,505
2018-05-08 2018-03-31 13F-HR 176 200,494
2018-01-30 2017-12-31 13F-HR 167 162,290
2017-10-31 2017-09-30 13F-HR 163 157,738
2017-07-25 2017-06-30 13F-HR 163 157,838
2017-05-17 2017-03-31 13F-HR/A 1 R 161 166,835
2017-05-15 2017-03-31 13F-HR 167 169,826
2017-02-13 2016-12-31 13F-HR 127 126,143