Meridian Wealth Management, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1697300 LEXINGTON, KY

Position in IBB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$700,896

-$54,518 QoQ

Shares Held

4,151

-7.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 18% Shared 0% None 82%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$700,896	4,151	-7.3%	Shares	Sole	2026-05-06
2025-12-31	$755,414	4,476	-1.3%	Shares	Sole	2026-02-04
2025-09-30	$654,862	4,536	-0.9%	Shares	Sole	2025-11-04
2025-06-30	$578,909	4,576	+5.4%	Shares	Sole	2025-08-08
2025-03-31	$555,469	4,343	-6.4%	Shares	Sole	2025-05-12
2024-12-31	$613,718	4,642	-1.3%	Shares	Sole	2025-02-06
2024-09-30	$684,902	4,704	-4.8%	Shares	Sole	2024-11-12
2024-03-31	$677,729	4,939	-1.8%	Shares	Sole	2024-04-25
2023-12-31	$683,325	5,030	-50.5%	Shares	Sole	2024-02-08
2023-09-30	$1,241,732	10,154	+71.8%	Shares	Sole	2023-10-17
2023-06-30	$750,587	5,912	+0.1%	Shares	Sole	2023-08-02
2023-03-31	$762,560	5,904	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$769,490	5,861	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$680,239	5,816	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$669,314	5,690	+8.5%	Shares	Sole	2022-08-05
2022-03-31	$683,423	5,245	0.0%	Shares	Sole	2022-05-12
2021-12-31	$800,491	5,245	0.0%	Shares	Sole	2022-01-27
2021-09-30	$848,011	5,245	0.0%	Shares	Sole	2021-10-15
2021-06-30	$858,344	5,245	+3.3%	Shares	Sole	2021-07-22
2021-03-31	$764,694	5,079	-1.1%	Shares	Sole	2021-05-07
2020-12-31	$777,749	5,134	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.