Position in MSCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$332,103
-$2,083 QoQ
Shares Held
593
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#745
of 1,074 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $1,905,220 across 4 Financial Data & Stock Exchanges names. MSCI ranks #4 (17.4% of the industry book) .
All Filings in MSCI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,103 | 593 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $334,186 | 620 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $411,364 | 717 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $362,574 | 639 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $433,708 | 752 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $430,911 | 762 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $405,006 | 675 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $388,814 | 667 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $319,882 | 664 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $403,874 | 714 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $437,144 | 852 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $443,009 | 944 | Shares | Sole | 2023-08-02 | |
| 2020-12-31 | $429,115 | 961 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||