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Meridian Financial Advisors, LLC: DGRO position timeline

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

Meridian Financial Advisors, LLC held 126,135 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126,135 shares
    Change vs previous 13F +2,276 shares

    4.45% of the 13F portfolio, value $9,509,335.

    13F-HR 0002032629-26-000007 filed by Meridian Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 123,859 shares
    Change vs previous 13F +478 shares

    4.51% of the 13F portfolio, value $9,387,279.

    13F-HR 0002032629-26-000003 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 123,381 shares
    Change vs previous 13F +212 shares

    4.73% of the 13F portfolio, value $8,658,911.

    13F-HR 0002032629-26-000002 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 123,169 shares
    Change vs previous 13F +2,463 shares

    4.66% of the 13F portfolio, value $8,550,364.

    13F-HR 0002032629-26-000001 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 120,706 shares
    Change vs previous 13F +2,682 shares

    4.63% of the 13F portfolio, value $8,217,664.

    13F-HR 0002032629-25-000009 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 118,024 shares
    Change vs previous 13F +3,451 shares

    4.88% of the 13F portfolio, value $7,546,445.

    13F-HR 0002032629-25-000005 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 114,573 shares
    Change vs previous 13F -859 shares

    4.97% of the 13F portfolio, value $7,078,369.

    13F-HR 0002032629-25-000004 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 115,432 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $7,080,610.

    13F-HR 0002032629-25-000003 filed by Meridian Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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