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Meridian Wealth Management, LLC: IYE position timeline

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

Meridian Wealth Management, LLC held 9,038 IYE 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 9,038 shares
    Change vs previous 13F +156 shares

    0.02% of the 13F portfolio, value $511,452.

    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 8,882 shares
    Change vs previous 13F +1,207 shares

    0.02% of the 13F portfolio, value $575,304.

    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 7,675 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $364,809.

    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 7,674 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $364,656.

    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 7,536 shares
    Change vs previous 13F -785 shares

    0.01% of the 13F portfolio, value $340,780.

    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 8,321 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $410,227.

    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).