Meridian Wealth Advisors, LLC: IWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Advisors, LLC on IWM, newest first. How the timeline and the estimate are built.
Meridian Wealth Advisors, LLC held 5,731 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,731 sharesChange vs previous 13F +1,062 shares
0.2% of the 13F portfolio, value $1,721,953.
13F-HR 0001951757-26-001265 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,669 sharesChange vs previous 13F -178 shares
0.15% of the 13F portfolio, value $1,157,826.
13F-HR 0001951757-26-000818 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,847 sharesChange vs previous 13F -2 shares
0.17% of the 13F portfolio, value $1,193,059.
13F-HR 0001951757-26-000470 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,849 sharesChange vs previous 13F +49 shares
0.17% of the 13F portfolio, value $1,173,264.
13F-HR 0001951757-25-001394 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,800 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $1,035,786.
13F-HR 0001951757-25-001066 filed by Meridian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).