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Meridian Financial Advisors, LLC: ICLO position timeline

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

Meridian Financial Advisors, LLC held 70,147 ICLO 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 70,147 shares
    Change vs previous 13F +8,938 shares

    0.84% of the 13F portfolio, value $1,795,059.

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

  2. period ended2026-06-30
    13F 61,209 shares
    Change vs previous 13F +4,095 shares

    0.75% of the 13F portfolio, value $1,565,719.

    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 57,114 shares
    Change vs previous 13F +13,080 shares

    0.8% of the 13F portfolio, value $1,456,985.

    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 44,034 shares
    Change vs previous 13F +23,334 shares

    0.61% of the 13F portfolio, value $1,125,071.

    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 20,700 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $530,138.

    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).