Position in AESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,110,256
+$594,328 QoQ
Shares Held
789,299
-17.3% QoQ
Ownership
0.631%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#37
of 282 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Meridian Wealth Advisors, LLC holds $13,338,232 across 2 Oil & Gas Equipment & Services names. AESI ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AESI |
Atlas Energy Solutions Inc.
This page
|
789,299 | $13,110,256 | |
| 2 | AROC |
Archrock, Inc.
|
5,600 | $227,976 |
All Filings in AESI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,110,256 | 789,299 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,515,928 | 953,958 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,334,824 | 990,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,846,846 | 2,449,151 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,123,319 | 2,477,436 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,201,839 | 2,645,843 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $59,415,784 | 2,678,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $58,427,182 | 2,680,146 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $53,362,375 | 2,677,490 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $48,155,039 | 2,128,870 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,794,923 | 1,265,675 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||