Skip to content
Disclosery

Meridian Financial Advisors, LLC: IUSG position timeline

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

Meridian Financial Advisors, LLC held 6,574 IUSG 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 6,574 shares
    Change vs previous 13F +43 shares

    0.6% of the 13F portfolio, value $1,273,713.

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

  2. period ended2026-06-30
    13F 6,531 shares
    Change vs previous 13F -373 shares

    0.59% of the 13F portfolio, value $1,228,416.

    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 6,904 shares
    Change vs previous 13F +398 shares

    0.59% of the 13F portfolio, value $1,070,879.

    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 6,506 shares
    Change vs previous 13F +479 shares

    0.6% of the 13F portfolio, value $1,092,618.

    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 6,027 shares
    Change vs previous 13F +696 shares

    0.56% of the 13F portfolio, value $991,683.

    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 5,331 shares
    Change vs previous 13F +885 shares

    0.52% of the 13F portfolio, value $801,782.

    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 4,446 shares
    Change vs previous 13F +777 shares

    0.4% of the 13F portfolio, value $564,998.

    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 3,669 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $511,275.

    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).