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Meridian Financial Advisors, LLC: JEPI position timeline

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

Meridian Financial Advisors, LLC held 22,123 JEPI 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 22,123 shares
    Change vs previous 13F +135 shares

    0.58% of the 13F portfolio, value $1,243,729.

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

  2. period ended2026-06-30
    13F 21,988 shares
    Change vs previous 13F +1,113 shares

    0.6% of the 13F portfolio, value $1,241,874.

    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 20,875 shares
    Change vs previous 13F +3,625 shares

    0.65% of the 13F portfolio, value $1,183,198.

    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 17,250 shares
    Change vs previous 13F +6,751 shares

    0.54% of the 13F portfolio, value $987,408.

    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 10,499 shares
    Change vs previous 13F +5,619 shares

    0.34% of the 13F portfolio, value $599,490.

    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 4,880 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $277,417.

    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).