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Meridian Wealth Management, LLC: IBDV position timeline

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

Meridian Wealth Management, LLC held 102,957 IBDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,957 shares
    Change vs previous 13F +7,906 shares

    0.07% of the 13F portfolio, value $2,244,462.

    13F-HR 0001697300-26-000010 filed by Meridian Wealth Management, 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 95,051 shares
    Change vs previous 13F +3,931 shares

    0.07% of the 13F portfolio, value $2,080,675.

    13F-HR 0001697300-26-000004 filed by Meridian Wealth Management, 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 91,120 shares
    Change vs previous 13F +4,940 shares

    0.07% of the 13F portfolio, value $2,011,021.

    13F-HR 0001697300-26-000002 filed by Meridian Wealth Management, 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 86,180 shares
    Change vs previous 13F +14,322 shares

    0.07% of the 13F portfolio, value $1,908,896.

    13F-HR 0001697300-25-000010 filed by Meridian Wealth Management, 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 71,858 shares
    Change vs previous 13F +6,603 shares

    0.07% of the 13F portfolio, value $1,579,445.

    13F-HR 0001697300-25-000006 filed by Meridian Wealth Management, 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 65,255 shares
    Change vs previous 13F +12,464 shares

    0.07% of the 13F portfolio, value $1,417,329.

    13F-HR 0001697300-25-000004 filed by Meridian Wealth Management, 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 52,791 shares
    Change vs previous 13F +19,387 shares

    0.05% of the 13F portfolio, value $1,127,616.

    13F-HR 0001697300-25-000002 filed by Meridian Wealth Management, 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 33,404 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $740,567.

    13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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