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Meridian Financial Advisors, LLC: IDHQ position timeline

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

Meridian Financial Advisors, LLC held 20,352 IDHQ 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 20,352 shares
    Change vs previous 13F +709 shares

    0.41% of the 13F portfolio, value $877,781.

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

  2. period ended2026-06-30
    13F 19,643 shares
    Change vs previous 13F +1,724 shares

    0.41% of the 13F portfolio, value $858,583.

    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 17,919 shares
    Change vs previous 13F +298 shares

    0.35% of the 13F portfolio, value $633,803.

    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 17,621 shares
    Change vs previous 13F +20 shares

    0.34% of the 13F portfolio, value $619,364.

    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 17,601 shares
    Change vs previous 13F +1,815 shares

    0.33% of the 13F portfolio, value $592,258.

    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 15,786 shares
    Change vs previous 13F +526 shares

    0.34% of the 13F portfolio, value $520,613.

    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 15,260 shares
    Change vs previous 13F +29 shares

    0.32% of the 13F portfolio, value $456,871.

    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 15,231 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $431,341.

    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).