Meridian Wealth Partners, LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$566M
Signature - Title
Brian Kohute - Chief Compliance Officer
Location
Blue Bell, PA
Summary
This page shows a list of all the recent 13F filings made by Meridian Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meridian Wealth Partners, LLC reported 107 stock holdings with total value $566M as of Q2 2024. Top holdings included DFAC, DFAU, SCHX, AGG, and DFAX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 107 $566M +$17.9M -$10.5M +$7.47M DFAC, DFAU, SCHX, AGG, DFAX 13F-HR 8/9/2024, 05:39 PM
Q1 2024 107 $554M +$20.3M -$21.5M -$1.2M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 5/10/2024, 10:34 AM
Q4 2023 101 $524M +$7.41M -$9.21M -$1.79M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 2/5/2024, 12:23 PM
Q3 2023 95 $480M +$17M -$6.93M +$10.1M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 11/3/2023, 10:04 AM
Q2 2023 94 $487M +$16M -$6.82M +$9.16M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 8/2/2023, 11:35 AM
Q1 2023 94 $459M +$30.4M -$22.1M +$8.29M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 5/4/2023, 04:18 PM
Q4 2022 86 $432M +$9.96M -$2M +$7.96M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 2/14/2023, 08:15 AM
Q3 2022 84 $400M +$37.8M -$35.8M +$1.97M DFAC, SCHX, DFAU, AGG, MUB 13F-HR 11/14/2022, 04:56 PM
Q2 2022 82 $421M +$48.2M -$42.6M +$5.57M DFAC, DFAU, AGG, MUB, SCHX 13F-HR 8/12/2022, 07:41 PM
Q1 2022 84 $475M +$81.6M -$61.1M +$20.5M DFAC, DFAU, AGG, SCHX, DFAX 13F-HR 5/13/2022, 05:28 PM
Q4 2021 82 $499M +$11.6M -$2.02M +$9.61M DFAC, DFAU, AGG, MUB, DFAX 13F-HR 2/14/2022, 05:36 PM
Q3 2021 76 $462M +$65.1M -$27.3M +$37.8M DFAC, DFAU, AGG, MUB, DFAX Restatement 11/12/2021, 04:07 PM
Q2 2021 78 $428M +$100M -$19.4M +$81M DFAC, DFAU, AGG, MUB, SCHX 13F-HR 8/12/2021, 01:09 PM
Q1 2021 1,379 $332M +$108M -$24.9M +$83M DFAU, AGG, MUB, SCHX, QUAL 13F-HR 5/17/2021, 03:38 PM
Q4 2020 231 $242M +$46.7M -$20.3M +$26.4M AGG, MUB, SCHX, QUAL, IWM 13F-HR 2/16/2021, 08:26 AM
Q3 2020 213 $198M +$8.9M -$2.33M +$6.57M SCHO, MUB, AGG, SCHX, QUAL 13F-HR 11/12/2020, 12:27 PM
Q2 2020 200 $186M +$17.1M -$16.7M +$453K SCHO, MUB, AGG, SCHX, IWM 13F-HR 8/12/2020, 10:25 AM
Q1 2020 184 $168M +$40.9M -$9.75M +$31.1M SCHO, MUB, AGG, SCHX, IXUS 13F-HR 5/15/2020, 01:33 PM
Q4 2019 208 $160M $0 $0 SCHO, SCHX, MUB, IXUS, SCHB 13F-HR 2/13/2020, 05:40 PM