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Disclosery

Meridian Financial Partners LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Financial Partners LLC on IWY, newest first. How the timeline and the estimate are built.

Meridian Financial Partners LLC held 43,243 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,243 shares
    Change vs previous 13F +1,636 shares

    4.27% of the 13F portfolio, value $12,520,146.

    13F-HR 0001763722-26-000003 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,607 shares
    Change vs previous 13F +3,117 shares

    3.99% of the 13F portfolio, value $10,489,957.

    13F-HR 0001763722-26-000002 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,490 shares
    Change vs previous 13F +619 shares

    4.1% of the 13F portfolio, value $10,375,364.

    13F-HR 0001763722-26-000001 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,871 shares
    Change vs previous 13F +1,270 shares

    4.37% of the 13F portfolio, value $10,511,475.

    13F-HR 0001763722-25-000007 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,601 shares
    Change vs previous 13F +2,000 shares

    4.24% of the 13F portfolio, value $9,023,000.

    13F-HR 0001763722-25-000005 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,601 shares
    Change vs previous 13F +342 shares

    3.7% of the 13F portfolio, value $7,299,000.

    13F-HR 0001763722-25-000003 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,259 shares
    Change vs previous 13F +7,652 shares

    4.26% of the 13F portfolio, value $8,060,000.

    13F-HR 0001763722-25-000001 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,607 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $5,855,000.

    13F-HR 0001763722-24-000008 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).