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Meridian Financial Advisors, LLC: MDY position timeline

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

Meridian Financial Advisors, LLC held 2,397 MDY 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 2,397 shares
    Change vs previous 13F -225 shares

    0.74% of the 13F portfolio, value $1,574,367.

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

  2. period ended2026-06-30
    13F 2,622 shares
    Change vs previous 13F -25 shares

    0.89% of the 13F portfolio, value $1,844,407.

    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 2,647 shares
    Change vs previous 13F -476 shares

    0.89% of the 13F portfolio, value $1,632,783.

    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 3,123 shares
    Change vs previous 13F -63 shares

    1.03% of the 13F portfolio, value $1,883,897.

    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 3,186 shares
    Change vs previous 13F -57 shares

    1.07% of the 13F portfolio, value $1,898,807.

    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 3,243 shares
    Change vs previous 13F -100 shares

    1.19% of the 13F portfolio, value $1,836,957.

    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 3,343 shares
    Change vs previous 13F -105 shares

    1.25% of the 13F portfolio, value $1,783,294.

    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 3,448 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,963,773.

    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).