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Disclosery

Meridian Financial Partners LLC: IVV position timeline

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

Meridian Financial Partners LLC held 11,610 IVV 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 11,610 shares
    Change vs previous 13F -123 shares

    3% of the 13F portfolio, value $8,804,908.

    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 11,733 shares
    Change vs previous 13F +951 shares

    2.95% of the 13F portfolio, value $7,771,705.

    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 10,782 shares
    Change vs previous 13F -82 shares

    2.94% of the 13F portfolio, value $7,421,466.

    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 10,864 shares
    Change vs previous 13F -302 shares

    3.05% of the 13F portfolio, value $7,348,627.

    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 11,166 shares
    Change vs previous 13F -157 shares

    3.26% of the 13F portfolio, value $6,933,000.

    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).

  6. period ended2025-03-31
    13F 11,323 shares
    Change vs previous 13F -322 shares

    3.23% of the 13F portfolio, value $6,362,000.

    13F-HR 0001763722-25-000003 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).

  7. period ended2024-12-31
    13F 11,645 shares
    Change vs previous 13F -117 shares

    3.62% of the 13F portfolio, value $6,855,000.

    13F-HR 0001763722-25-000001 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).

  8. period ended2024-09-30
    13F 11,762 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $6,785,000.

    13F-HR 0001763722-24-000008 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).