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Disclosery

Meridian Financial Advisors, LLC: SDY position timeline

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

Meridian Financial Advisors, LLC held 27,475 SDY 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 27,475 shares
    Change vs previous 13F +1,263 shares

    1.88% of the 13F portfolio, value $4,024,474.

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

  2. period ended2026-06-30
    13F 26,212 shares
    Change vs previous 13F +1,094 shares

    1.92% of the 13F portfolio, value $3,989,002.

    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 25,118 shares
    Change vs previous 13F -1,159 shares

    2% of the 13F portfolio, value $3,665,731.

    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 26,277 shares
    Change vs previous 13F -395 shares

    1.99% of the 13F portfolio, value $3,656,710.

    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 26,672 shares
    Change vs previous 13F +395 shares

    2.1% of the 13F portfolio, value $3,735,448.

    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 26,277 shares
    Change vs previous 13F +1,627 shares

    2.31% of the 13F portfolio, value $3,566,590.

    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 24,650 shares
    Change vs previous 13F +653 shares

    2.35% of the 13F portfolio, value $3,344,452.

    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 23,997 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $3,169,991.

    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).