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Meridian Financial Advisors, LLC: SPIB position timeline

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

Meridian Financial Advisors, LLC held 32,202 SPIB 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 32,202 shares
    Change vs previous 13F +1,388 shares

    0.49% of the 13F portfolio, value $1,039,471.

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

  2. period ended2026-06-30
    13F 30,814 shares
    Change vs previous 13F +3,299 shares

    0.5% of the 13F portfolio, value $1,031,047.

    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 27,515 shares
    Change vs previous 13F +783 shares

    0.5% of the 13F portfolio, value $922,840.

    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 26,732 shares
    Change vs previous 13F +3,537 shares

    0.49% of the 13F portfolio, value $903,795.

    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 23,195 shares
    Change vs previous 13F +1,085 shares

    0.44% of the 13F portfolio, value $786,079.

    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 22,110 shares
    Change vs previous 13F +3,100 shares

    0.48% of the 13F portfolio, value $742,454.

    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 19,010 shares
    Change vs previous 13F +3,320 shares

    0.44% of the 13F portfolio, value $631,892.

    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 15,690 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $514,004.

    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).