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Livermore
Livermore
ZHEN

Meridian Wealth Advisors, LLC

SEC CIK
0001768095
Latest filing
Aug 14, 2026

SM holding history

SM Energy Co 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.

SM overviewAll 13F holders of SMFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q3 2021
Holdings of SM by Meridian Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−7,720−100.0%Sold outHolders
Q2 20247,720$333.7K0.1%00.0%UnchangedHolders
Q1 20247,720$384.8K0.1%00.0%UnchangedHolders
Q4 20237,720$298.9K0.1%00.0%UnchangedHolders
Q3 20237,720$306.1K0.1%00.0%UnchangedHolders
Q2 20237,720$244.2K0.1%00.0%UnchangedHolders
Q1 20237,720$217.4K0.1%00.0%UnchangedHolders
Q4 20227,720$268.9K0.1%00.0%UnchangedHolders
Q3 20227,720$290.0K0.1%00.0%UnchangedHolders
Q2 20227,720$264.0K0.1%00.0%UnchangedHolders
Q1 20227,720$301.0K0.1%00.0%UnchangedHolders
Q4 20217,720$228.0K0.1%00.0%UnchangedHolders
Q3 20217,720$204.0K0.1%+7,720NewHolders