6 MERIDIAN

HTTPS://WWW.6MERIDIAN.COM WICHITA, KS Investment Advisor How do I update this listing?

6 Meridian is based out of Wichita. 6 Meridian is a large advisory firm with 630 clients and discretionary assets under management (AUM) of $1,405,270,674 (Form ADV from 2020-06-29). Their last reported 13F filing for Q2 2020 included $943,466,000 in managed 13F securities and a top 10 holdings concentration of 53.05%. 6 Meridian's largest holding is 6 Meridian Hedged Equity-Index Option Strategy ETF with shares held of 6,901,881. Whalewisdom has at least 12 13F filings

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06/30/2020

13F Activity

  • Market Value $943.466 Million
  • Prior Market Value $951.618 Million
  • New Purchases26 stocks
  • Additional Purchases53 stocks
  • Sold out of157 stocks
  • Reduced holdings in260 stocks
  • Top 10 Holdings % 53.05 %
  • Turnover % [1]:53.98%
  • Turnover Alt % [2]: 50.77 %
  • Time Held Top20:1.80 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:5.62 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 14.12%
Performance Last 4 Quarters: -2.31%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

6 MERIDIAN LLC
Classified as Hedge Fund
8301 E 21ST ST. NORTH SUITE 150
WICHITA KS    67206
Country: United States

Business Phone: 316-776-4601
Fax: 316-776-4620
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 21
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 630
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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6 MERIDIAN LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
DECHANT, MARGARET, ANN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
MIES, ANDREW, JOHN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
SMITH, PAMELA, ANN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
GREEN, BRYAN, SCOTT MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
KIRK, THOMAS, HENRY MEMBER 09/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
ROBINSON, DENICE, RENEA CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
HAMPTON, SARAH, JEAN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01

6 MERIDIAN LLC

ownership team - last updated 2020-03-19
Name Title Start Date Direct/Indirect % Ownership

6 MERIDIAN LLC

ownership team - last updated 2019-08-13
Name Title Start Date Direct/Indirect % Ownership
DECHANT, MARGARET, ANN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
MIES, ANDREW, JOHN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
SMITH, PAMELA, ANN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
GREEN, BRYAN, SCOTT MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
KIRK, THOMAS, HENRY MEMBER 09/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
ROBINSON, DENICE, RENEA CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
HAMPTON, SARAH, JEAN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01

6 MERIDIAN LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
DECHANT, MARGARET, ANN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
MIES, ANDREW, JOHN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
SMITH, PAMELA, ANN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
GREEN, BRYAN, SCOTT MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
KIRK, THOMAS, HENRY MEMBER 09/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
ROBINSON, DENICE, RENEA CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
HAMPTON, SARAH, JEAN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01

6 MERIDIAN LLC

ownership team - last updated 2017-03-07
Name Title Start Date Direct/Indirect % Ownership
GREEN, BRYAN, SCOTT MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
DECHANT, MARGARET, ANN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
MIES, ANDREW, JOHN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
SMITH, PAMELA, ANN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
BAHM, STEVAN, MARK MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
KIRK, THOMAS, HENRY MEMBER 09/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
ROBINSON, DENICE, RENEA CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
HAMPTON, SARAH, JEAN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01

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