Meridian Financial Advisors, LLC: IVV position timeline

Meridian Financial Advisors, LLC held 14,451 IVV 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 14,451 shares

   Change vs previous 13F -169 shares

   5.17% of the 13F portfolio, value $11,067,304.

   13F-HR 0002032629-26-000007 filed by Meridian Financial Advisors, LLC
   Accepted 2026-10-14 18:14:47 UTC, ingested 2026-10-14 18:15:28 UTC

2. period ended2026-06-30

   13F 14,620 shares

   Change vs previous 13F -365 shares

   5.26% of the 13F portfolio, value $10,948,786.

   13F-HR 0002032629-26-000003 filed by Meridian Financial Advisors, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 14,985 shares

   Change vs previous 13F -3 shares

   5.35% of the 13F portfolio, value $9,788,053.

   13F-HR 0002032629-26-000002 filed by Meridian Financial Advisors, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 14,988 shares

   Change vs previous 13F -154 shares

   5.59% of the 13F portfolio, value $10,265,920.

   13F-HR 0002032629-26-000001 filed by Meridian Financial Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 15,142 shares

   Change vs previous 13F +33 shares

   5.71% of the 13F portfolio, value $10,134,827.

   13F-HR 0002032629-25-000009 filed by Meridian Financial Advisors, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 15,109 shares

   Change vs previous 13F -188 shares

   6.07% of the 13F portfolio, value $9,381,114.

   13F-HR 0002032629-25-000005 filed by Meridian Financial Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 15,297 shares

   Change vs previous 13F -60 shares

   6.03% of the 13F portfolio, value $8,595,578.

   13F-HR 0002032629-25-000004 filed by Meridian Financial Advisors, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 15,357 shares

   Change vs previous 13F not available

   6.24% of the 13F portfolio, value $9,040,242.

   13F-HR 0002032629-25-000003 filed by Meridian Financial Advisors, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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