Meridian Wealth Advisors, LLC

SEC CIK: 0001768095
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley 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.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 22,420
Value: $4.69M
% of portfolio: 0.5%
Quarters held: 3; Since Q4 2025

Holdings of MS by Meridian Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,420	$4.69M	0.5%	+675+3.1%	Added	Holders
Q1 2026	21,745	$3.58M	0.5%	−3,214−12.9%	Reduced	Holders
Q4 2025	24,959	$4.43M	0.6%	+24,959	New	Holders