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Meridian Financial Advisors, LLC: JEPQ position timeline

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

Meridian Financial Advisors, LLC held 4,508 JEPQ 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 4,508 shares
    Change vs previous 13F +30 shares

    0.13% of the 13F portfolio, value $276,157.

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

  2. period ended2026-06-30
    13F 4,478 shares
    Change vs previous 13F +51 shares

    0.13% of the 13F portfolio, value $275,218.

    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 4,427 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $245,787.

    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).