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Meridian Financial Advisors, LLC: D position timeline

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

Meridian Financial Advisors, LLC held 4,876 D 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 4,876 shares
    Change vs previous 13F +141 shares

    0.14% of the 13F portfolio, value $295,120.

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

  2. period ended2026-06-30
    13F 4,735 shares
    Change vs previous 13F +37 shares

    0.16% of the 13F portfolio, value $323,379.

    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 4,698 shares
    Change vs previous 13F +42 shares

    0.16% of the 13F portfolio, value $290,433.

    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).

  4. period ended2025-12-31
    13F 4,656 shares
    Change vs previous 13F +38 shares

    0.15% of the 13F portfolio, value $272,797.

    13F-HR 0002032629-26-000001 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).

  5. period ended2025-09-30
    13F 4,618 shares
    Change vs previous 13F +35 shares

    0.16% of the 13F portfolio, value $282,510.

    13F-HR 0002032629-25-000009 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).

  6. period ended2025-06-30
    13F 4,583 shares
    Change vs previous 13F -164 shares

    0.17% of the 13F portfolio, value $259,047.

    13F-HR 0002032629-25-000005 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).

  7. period ended2025-03-31
    13F 4,747 shares
    Change vs previous 13F +39 shares

    0.19% of the 13F portfolio, value $266,179.

    13F-HR 0002032629-25-000004 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).

  8. period ended2024-12-31
    13F 4,708 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $253,561.

    13F-HR 0002032629-25-000003 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).