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Meridian Wealth Management, LLC: ITB position timeline

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

Meridian Wealth Management, LLC held 21,523 ITB 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 21,523 shares
    Change vs previous 13F +1,563 shares

    0.07% of the 13F portfolio, value $2,248,746.

    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 19,960 shares
    Change vs previous 13F +1,396 shares

    0.06% of the 13F portfolio, value $1,807,405.

    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 18,564 shares
    Change vs previous 13F -7 shares

    0.06% of the 13F portfolio, value $1,787,723.

    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 18,571 shares
    Change vs previous 13F +1,003 shares

    0.08% of the 13F portfolio, value $1,991,742.

    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 17,568 shares
    Change vs previous 13F +767 shares

    0.07% of the 13F portfolio, value $1,636,856.

    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 16,801 shares
    Change vs previous 13F +2,591 shares

    0.08% of the 13F portfolio, value $1,599,655.

    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 14,210 shares
    Change vs previous 13F -1,798 shares

    0.07% of the 13F portfolio, value $1,469,199.

    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 16,008 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,034,590.

    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).