Meridian Wealth Management, LLC
Position in STEW — SRH Total Return Fund, Inc.
CIK 1697300
LEXINGTON, KY
Position in STEW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$425,232
+$7,035 QoQ
Shares Held
23,756
-2.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#66
of 129 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. STEW ranks #11 (1.5% 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 STEW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,232 | 23,756 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $418,197 | 24,456 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $479,370 | 25,856 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $469,544 | 25,856 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||