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Meridian Wealth Advisors, LLC

SEC CIK
0001768095
Latest filing
Aug 14, 2026

C holding history

Citigroup Inc in every 13F filed by Meridian Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
2,840
Value
$397.5K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of C by Meridian Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,840$397.5K<0.1%+282+11.0%AddedHolders
Q1 20262,558$290.1K<0.1%+36+1.4%AddedHolders
Q4 20252,522$294.3K<0.1%+5+0.2%AddedHolders
Q3 20252,517$255.5K<0.1%+5+0.2%AddedHolders
Q2 20252,512$213.8K<0.1%+2,512NewHolders
Q2 20220$00.0%−4,236−100.0%Sold outHolders
Q1 20224,236$226.0K0.1%−75−1.7%ReducedHolders
Q4 20214,311$260.0K0.1%−38−0.9%ReducedHolders
Q3 20214,349$305.0K0.1%+113+2.7%AddedHolders
Q2 20214,236$300.0K0.1%+991+30.5%AddedHolders
Q1 20213,245$236.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.