Meridian Wealth Management, LLC
Position in STK — Columbia Seligman Premium Technology Growth Fund, Inc.
CIK 1697300
LEXINGTON, KY
Position in STK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$673,143
+$20,710 QoQ
Shares Held
17,747
+0.1% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Management, LLC holds $29,229,757 across 25 Asset Management names. STK ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
409,280 | $5,844,518 | |
| 2 | MAIN |
Main Street Capital CORP
|
101,197 | $5,359,393 | |
| 3 | ARCC |
Ares Capital Corp
|
225,977 | $4,072,105 | |
| 4 | ARES |
Ares Management Corp
|
32,304 | $3,524,366 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
63,592 | $2,359,899 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
96,023 | $1,312,634 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
45,066 | $1,106,370 | |
| 8 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
74,893 | $1,079,957 |
All Filings in STK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $673,143 | 17,747 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $652,433 | 17,734 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $604,819 | 17,124 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $529,711 | 17,419 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $485,592 | 17,355 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $493,851 | 15,457 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $514,875 | 15,374 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $349,378 | 10,495 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $245,468 | 7,768 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $208,995 | 7,678 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $232,586 | 7,586 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $222,473 | 7,994 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $273,331 | 8,515 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $301,261 | 8,140 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $292,180 | 8,862 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $338,090 | 9,521 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $296,873 | 9,503 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $253,114 | 9,292 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||