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Meridian Financial Advisors, LLC: SPHQ position timeline

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

Meridian Financial Advisors, LLC held 28,116 SPHQ 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 28,116 shares
    Change vs previous 13F +527 shares

    1.11% of the 13F portfolio, value $2,363,993.

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

  2. period ended2026-06-30
    13F 27,589 shares
    Change vs previous 13F -661 shares

    1.19% of the 13F portfolio, value $2,485,769.

    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 28,250 shares
    Change vs previous 13F +570 shares

    1.16% of the 13F portfolio, value $2,124,117.

    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 27,680 shares
    Change vs previous 13F +927 shares

    1.13% of the 13F portfolio, value $2,077,384.

    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 26,753 shares
    Change vs previous 13F +527 shares

    1.1% of the 13F portfolio, value $1,960,727.

    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 26,226 shares
    Change vs previous 13F +702 shares

    1.21% of the 13F portfolio, value $1,868,865.

    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 25,524 shares
    Change vs previous 13F +936 shares

    1.19% of the 13F portfolio, value $1,693,262.

    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 24,588 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,648,134.

    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).