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Meridian Financial Advisors, LLC: SCHM position timeline

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

Meridian Financial Advisors, LLC held 12,325 SCHM 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 12,325 shares
    Change vs previous 13F -10 shares

    0.2% of the 13F portfolio, value $419,297.

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

  2. period ended2026-06-30
    13F 12,335 shares
    Change vs previous 13F -1,043 shares

    0.22% of the 13F portfolio, value $454,791.

    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 13,378 shares
    Change vs previous 13F -461 shares

    0.23% of the 13F portfolio, value $414,183.

    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 13,839 shares
    Change vs previous 13F -314 shares

    0.23% of the 13F portfolio, value $416,149.

    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 14,153 shares
    Change vs previous 13F -1,397 shares

    0.24% of the 13F portfolio, value $419,494.

    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 15,550 shares
    Change vs previous 13F -5,547 shares

    0.28% of the 13F portfolio, value $436,183.

    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 21,097 shares
    Change vs previous 13F -578 shares

    0.39% of the 13F portfolio, value $552,745.

    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 21,675 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $600,603.

    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).