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Meridian Financial Advisors, LLC: IJR position timeline

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

Meridian Financial Advisors, LLC held 56,933 IJR 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 56,933 shares
    Change vs previous 13F -383 shares

    3.62% of the 13F portfolio, value $7,745,211.

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

  2. period ended2026-06-30
    13F 57,316 shares
    Change vs previous 13F -1,436 shares

    4.08% of the 13F portfolio, value $8,500,504.

    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 58,752 shares
    Change vs previous 13F -3,472 shares

    3.99% of the 13F portfolio, value $7,303,399.

    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 62,224 shares
    Change vs previous 13F -3,422 shares

    4.07% of the 13F portfolio, value $7,478,093.

    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 65,646 shares
    Change vs previous 13F -2,159 shares

    4.39% of the 13F portfolio, value $7,800,732.

    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 67,805 shares
    Change vs previous 13F -221 shares

    4.8% of the 13F portfolio, value $7,410,365.

    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 68,026 shares
    Change vs previous 13F +427 shares

    4.99% of the 13F portfolio, value $7,113,432.

    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 67,599 shares
    Change vs previous 13F not available

    5.38% of the 13F portfolio, value $7,788,770.

    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).