Skip to content
Disclosery

Meridian Financial Advisors, LLC: SCHG position timeline

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

Meridian Financial Advisors, LLC held 12,563 SCHG 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 12,563 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $451,389.

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

  2. period ended2026-06-30
    13F 12,563 shares
    Change vs previous 13F +200 shares

    0.2% of the 13F portfolio, value $425,132.

    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 12,363 shares
    Change vs previous 13F -125 shares

    0.2% of the 13F portfolio, value $360,134.

    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 12,488 shares
    Change vs previous 13F +5,234 shares

    0.22% of the 13F portfolio, value $407,359.

    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 7,254 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $231,475.

    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).