Position in VERX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$192,691
-$26,715 QoQ
Shares Held
16,785
-9.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#131
of 226 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 0%
Shared 2%
None 98%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Meridian Wealth Partners, LLC holds $192,691 across 1 Software - Application name. VERX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VERX |
Vertex, Inc.
This page
|
16,785 | $192,691 |
All Filings in VERX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,691 | 16,785 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $219,406 | 18,453 | Shares | Defined | 2026-05-14 | |
| 2024-06-30 | $4,516,740 | 125,291 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,979,242 | 125,291 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,390,803 | 125,865 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,907,481 | 125,865 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $2,394,515 | 115,733 | Shares | Sole | 2023-05-04 | |
| 2021-12-31 | $176,601 | 11,128 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $176,285 | 9,172 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $201,233 | 9,172 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $190,874 | 8,684 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $160,414 | 4,603 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $105,869 | 4,603 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||