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Meridian Financial Advisors, LLC: MSFT position timeline

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

Meridian Financial Advisors, LLC held 7,434 MSFT 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 7,434 shares
    Change vs previous 13F +596 shares

    1.78% of the 13F portfolio, value $3,812,829.

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

  2. period ended2026-06-30
    13F 6,838 shares
    Change vs previous 13F +165 shares

    1.23% of the 13F portfolio, value $2,550,776.

    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 6,673 shares
    Change vs previous 13F -504 shares

    1.35% of the 13F portfolio, value $2,470,209.

    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 7,177 shares
    Change vs previous 13F -68 shares

    1.89% of the 13F portfolio, value $3,471,025.

    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 7,245 shares
    Change vs previous 13F +172 shares

    2.11% of the 13F portfolio, value $3,752,638.

    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 7,073 shares
    Change vs previous 13F -64 shares

    2.28% of the 13F portfolio, value $3,518,268.

    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 7,137 shares
    Change vs previous 13F -105 shares

    1.88% of the 13F portfolio, value $2,679,224.

    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 7,242 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,052,577.

    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).