Meridian Wealth Management, LLC: IWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Wealth Management, LLC on IWR, newest first. How the timeline and the estimate are built.
Meridian Wealth Management, LLC held 107,200 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 107,200 sharesChange vs previous 13F +1,566 shares
0.37% of the 13F portfolio, value $11,826,332.
13F-HR 0001697300-26-000010 filed by Meridian Wealth Management, 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 105,634 sharesChange vs previous 13F +79,026 shares
0.36% of the 13F portfolio, value $10,270,794.
13F-HR 0001697300-26-000004 filed by Meridian Wealth Management, 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 26,608 sharesChange vs previous 13F +6,373 shares
0.09% of the 13F portfolio, value $2,561,598.
13F-HR 0001697300-26-000002 filed by Meridian Wealth Management, 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 20,235 sharesChange vs previous 13F -727 shares
0.07% of the 13F portfolio, value $1,953,688.
13F-HR 0001697300-25-000010 filed by Meridian Wealth Management, 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 20,962 sharesChange vs previous 13F +112 shares
0.08% of the 13F portfolio, value $1,927,840.
13F-HR 0001697300-25-000006 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,850 sharesChange vs previous 13F -33 shares
0.09% of the 13F portfolio, value $1,773,740.
13F-HR 0001697300-25-000004 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,883 sharesChange vs previous 13F +95 shares
0.09% of the 13F portfolio, value $1,846,035.
13F-HR 0001697300-25-000002 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,788 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,832,279.
13F-HR 0001697300-24-000010 filed by Meridian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).