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Meridian Financial Advisors, LLC: SCHF position timeline

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

Meridian Financial Advisors, LLC held 68,598 SCHF 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 68,598 shares
    Change vs previous 13F +4,075 shares

    0.88% of the 13F portfolio, value $1,884,388.

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

  2. period ended2026-06-30
    13F 64,523 shares
    Change vs previous 13F +3,408 shares

    0.86% of the 13F portfolio, value $1,787,287.

    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 61,115 shares
    Change vs previous 13F +8,137 shares

    0.83% of the 13F portfolio, value $1,512,596.

    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 52,978 shares
    Change vs previous 13F +21,678 shares

    0.69% of the 13F portfolio, value $1,273,591.

    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 31,300 shares
    Change vs previous 13F +12,961 shares

    0.41% of the 13F portfolio, value $728,664.

    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 18,339 shares
    Change vs previous 13F +6,336 shares

    0.26% of the 13F portfolio, value $405,292.

    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 12,003 shares
    Change vs previous 13F +1,358 shares

    0.17% of the 13F portfolio, value $237,419.

    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 10,645 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $196,933.

    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).