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Equibles

Meridian Wealth Management, LLC

Position in CRF — Cornerstone Total Return Fund Inc

CIK 1697300 LEXINGTON, KY
Back to CRF Full portfolio

Position in CRF

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$88,134
+$2,705 QoQ
Shares Held
12,275
-0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 89 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CRF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. CRF ranks #23 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MAIN
Main Street Capital CORP
 108,809 $5,645,010
2 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 373,362 $5,163,596
3 ARCC
Ares Capital Corp
 253,713 $4,701,301
4 ARES
Ares Management Corp
 31,354 $3,490,013
5 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 127,068 $1,890,771
6 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 46,138 $1,277,099
7 ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
 79,209 $1,230,907
8 STK
Columbia Seligman Premium Technology Growth Fund, Inc.
 17,839 $960,986

All Filings in CRF

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $88,134 12,275
2026-03-31 $85,429 12,292