Ownership history in Meridian Financial Partners LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Meridian Financial Partners LLC reported a position in ISHARES TR (DGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Meridian Financial Partners LLC underperformed the S&P 500 by β6.0% annually on this DGRO position. Timing score: 74% (14/19 decisions correct). Average cost basis: $48.01. Maximum drawdown during holding period: β18.6%.
β Significantly underperformed the S&P 500 by 6.0% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
14 of 19 add/trim decisions correct
Best entry: $40.97 (2022 Q3) Β· Worst: $67.33 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
18 adds Β· 2 trims. Bought during 6 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 10.46% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.