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Meridian Financial Advisors, LLC: SPLV position timeline

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

Meridian Financial Advisors, LLC held 16,604 SPLV 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 16,604 shares
    Change vs previous 13F +1,927 shares

    0.55% of the 13F portfolio, value $1,170,735.

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

  2. period ended2026-06-30
    13F 14,677 shares
    Change vs previous 13F -99 shares

    0.53% of the 13F portfolio, value $1,099,331.

    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 14,776 shares
    Change vs previous 13F -235 shares

    0.59% of the 13F portfolio, value $1,080,747.

    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 15,011 shares
    Change vs previous 13F +401 shares

    0.58% of the 13F portfolio, value $1,072,053.

    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 14,610 shares
    Change vs previous 13F +601 shares

    0.6% of the 13F portfolio, value $1,073,517.

    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 14,009 shares
    Change vs previous 13F +1,001 shares

    0.66% of the 13F portfolio, value $1,020,122.

    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 13,008 shares
    Change vs previous 13F -99 shares

    0.68% of the 13F portfolio, value $971,960.

    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 13,107 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $917,515.

    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).