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Meeder Advisory Services, Inc.: IBKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meeder Advisory Services, Inc. on IBKR, newest first. How the timeline and the estimate are built.

Meeder Advisory Services, Inc. held 7,433 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,433 shares
    Change vs previous 13F -6,506 shares

    0.01% of the 13F portfolio, value $646,940.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 106 shares
    • Meeder Advisory Services, Inc.: 7,327 shares

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

  2. period ended2026-03-31
    13F 13,939 shares
    Change vs previous 13F -9,329 shares

    0.02% of the 13F portfolio, value $934,898.

    13F-HR 0001398344-26-008710 filed by MEEDER ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 7,787 shares
    • Meeder Advisory Services, Inc.: 6,152 shares

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

  3. period ended2025-12-31
    13F 23,268 shares
    Change vs previous 13F +17,494 shares

    0.04% of the 13F portfolio, value $1,496,375.

    13F-HR 0001398344-26-002773 filed by MEEDER ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 18,492 shares
    • Meeder Advisory Services, Inc.: 4,776 shares

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

  4. period ended2025-09-30
    13F 5,774 shares
    Change vs previous 13F +1,025 shares

    0.01% of the 13F portfolio, value $397,319.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1,125 shares
    • Meeder Advisory Services, Inc.: 4,649 shares

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

  5. period ended2025-06-30
    13F 4,749 shares
    Change vs previous 13F +4,657 shares

    0.01% of the 13F portfolio, value $263,123.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 372 shares
    • Meeder Advisory Services, Inc.: 4,377 shares

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

  6. period ended2025-03-31
    13F 92 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $15,234.

    13F-HR 0001398344-25-008929 filed by MEEDER ASSET MANAGEMENT INC
    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 54 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,540.

    13F-HR 0001398344-25-002541 filed by MEEDER ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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