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Meridian Wealth Management, LLC: IWS position timeline

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

Meridian Wealth Management, LLC held 14,009 IWS 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 14,009 shares
    Change vs previous 13F -189 shares

    0.07% of the 13F portfolio, value $2,305,862.

    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 14,198 shares
    Change vs previous 13F +3,799 shares

    0.07% of the 13F portfolio, value $2,069,232.

    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 10,399 shares
    Change vs previous 13F +1,719 shares

    0.05% of the 13F portfolio, value $1,466,744.

    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 8,680 shares
    Change vs previous 13F -150 shares

    0.05% of the 13F portfolio, value $1,212,318.

    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 8,830 shares
    Change vs previous 13F -489 shares

    0.05% of the 13F portfolio, value $1,166,860.

    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 9,319 shares
    Change vs previous 13F +158 shares

    0.06% of the 13F portfolio, value $1,173,858.

    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 9,161 shares
    Change vs previous 13F +75 shares

    0.06% of the 13F portfolio, value $1,184,853.

    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 9,086 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,201,611.

    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).