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Meridian Wealth Advisors, LLC: IWF position timeline

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

Meridian Wealth Advisors, LLC held 75,845 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,845 shares
    Change vs previous 13F +56,874 shares

    1.07% of the 13F portfolio, value $9,417,664.

    13F-HR 0001951757-26-001265 filed by Meridian Wealth Advisors, 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 18,971 shares
    Change vs previous 13F +3,396 shares

    1.07% of the 13F portfolio, value $8,089,093.

    13F-HR 0001951757-26-000818 filed by Meridian Wealth Advisors, 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 15,575 shares
    Change vs previous 13F +55 shares

    1.02% of the 13F portfolio, value $7,371,810.

    13F-HR 0001951757-26-000470 filed by Meridian Wealth Advisors, 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 15,520 shares
    Change vs previous 13F +8,752 shares

    1.03% of the 13F portfolio, value $7,269,713.

    13F-HR 0001951757-25-001394 filed by Meridian Wealth Advisors, 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 6,768 shares
    Change vs previous 13F -316 shares

    0.45% of the 13F portfolio, value $2,873,407.

    13F-HR 0001951757-25-001066 filed by Meridian Wealth Advisors, 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 7,084 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $2,558,069.

    13F-HR 0001951757-25-000506 filed by Meridian Wealth Advisors, 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 7,084 shares
    Change vs previous 13F +5 shares

    0.47% of the 13F portfolio, value $2,844,758.

    13F-HR 0001951757-25-000238 filed by Meridian Wealth Advisors, 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 7,079 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,657,142.

    13F-HR 0001951757-24-001117 filed by Meridian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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