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Meridian Wealth Partners, LLC: IVW position timeline

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

Meridian Wealth Partners, LLC held 275,265 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,265 shares
    Change vs previous 13F +2,723 shares

    4.58% of the 13F portfolio, value $37,857,200.

    13F-HR 0001951757-26-001239 filed by Meridian Wealth Partners, 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 272,542 shares
    Change vs previous 13F +13,059 shares

    4.23% of the 13F portfolio, value $30,827,228.

    13F-HR 0001951757-26-000860 filed by Meridian Wealth Partners, 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 259,483 shares
    Change vs previous 13F +1,447 shares

    4.41% of the 13F portfolio, value $31,983,875.

    13F-HR 0001951757-26-000430 filed by Meridian Wealth Partners, 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 258,036 shares
    Change vs previous 13F +93,286 shares

    4.29% of the 13F portfolio, value $31,150,052.

    13F-HR 0001951757-25-001412 filed by Meridian Wealth Partners, 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 164,750 shares
    Change vs previous 13F -169 shares

    2.63% of the 13F portfolio, value $18,138,925.

    13F-HR 0001951757-25-001074 filed by Meridian Wealth Partners, 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 164,919 shares
    Change vs previous 13F -3,266 shares

    2.44% of the 13F portfolio, value $15,309,412.

    13F-HR 0001951757-25-000551 filed by Meridian Wealth Partners, 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 168,185 shares
    Change vs previous 13F +4,455 shares

    2.59% of the 13F portfolio, value $17,075,824.

    13F-HR 0001951757-25-000237 filed by Meridian Wealth Partners, 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 163,730 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $15,677,179.

    13F-HR 0001951757-24-001190 filed by Meridian Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).