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Meridian Financial Advisors, LLC: LVHI position timeline

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

Meridian Financial Advisors, LLC held 63,892 LVHI 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 63,892 shares
    Change vs previous 13F +8,407 shares

    1.25% of the 13F portfolio, value $2,664,935.

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

  2. period ended2026-06-30
    13F 55,485 shares
    Change vs previous 13F +11,650 shares

    1.08% of the 13F portfolio, value $2,251,859.

    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 43,835 shares
    Change vs previous 13F +5,027 shares

    0.97% of the 13F portfolio, value $1,777,071.

    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 38,808 shares
    Change vs previous 13F +11,649 shares

    0.78% of the 13F portfolio, value $1,428,911.

    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 27,159 shares
    Change vs previous 13F +11,590 shares

    0.53% of the 13F portfolio, value $943,775.

    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 15,569 shares
    Change vs previous 13F +9,338 shares

    0.33% of the 13F portfolio, value $506,771.

    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 6,231 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $201,697.

    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).