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Disclosery

Meridian Wealth Management, LLC: IUSB position timeline

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

Meridian Wealth Management, LLC held 7,334 IUSB 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 7,334 shares
    Change vs previous 13F -290 shares

    0.01% of the 13F portfolio, value $338,457.

    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 7,624 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $352,174.

    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 7,600 shares
    Change vs previous 13F -982 shares

    0.01% of the 13F portfolio, value $353,699.

    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 8,582 shares
    Change vs previous 13F +276 shares

    0.02% of the 13F portfolio, value $400,879.

    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 8,306 shares
    Change vs previous 13F -319 shares

    0.02% of the 13F portfolio, value $383,977.

    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 8,625 shares
    Change vs previous 13F -330 shares

    0.02% of the 13F portfolio, value $397,424.

    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 8,955 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $404,777.

    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 8,969 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $422,625.

    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).