Skip to content
Disclosery

Meridian Financial Partners LLC: IVLU position timeline

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

Meridian Financial Partners LLC held 368,005 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 368,005 shares
    Change vs previous 13F +13,453 shares

    5.31% of the 13F portfolio, value $15,581,332.

    13F-HR 0001763722-26-000003 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 354,552 shares
    Change vs previous 13F +23,973 shares

    5.42% of the 13F portfolio, value $14,260,081.

    13F-HR 0001763722-26-000002 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 330,579 shares
    Change vs previous 13F +89,993 shares

    5.15% of the 13F portfolio, value $13,031,424.

    13F-HR 0001763722-26-000001 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 240,586 shares
    Change vs previous 13F +179,379 shares

    3.56% of the 13F portfolio, value $8,576,891.

    13F-HR 0001763722-25-000007 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 61,207 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,013,000.

    13F-HR 0001763722-25-000005 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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