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Meridian Financial Advisors, LLC: SPSB position timeline

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

Meridian Financial Advisors, LLC held 64,920 SPSB 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 64,920 shares
    Change vs previous 13F +2,078 shares

    0.9% of the 13F portfolio, value $1,920,981.

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

  2. period ended2026-06-30
    13F 62,842 shares
    Change vs previous 13F +2,343 shares

    0.91% of the 13F portfolio, value $1,885,886.

    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 60,499 shares
    Change vs previous 13F +2,439 shares

    0.99% of the 13F portfolio, value $1,819,198.

    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 58,060 shares
    Change vs previous 13F +1,217 shares

    0.95% of the 13F portfolio, value $1,753,415.

    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 56,843 shares
    Change vs previous 13F +4,200 shares

    0.97% of the 13F portfolio, value $1,721,762.

    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 52,643 shares
    Change vs previous 13F +5,547 shares

    1.03% of the 13F portfolio, value $1,589,301.

    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 47,096 shares
    Change vs previous 13F +10,093 shares

    0.99% of the 13F portfolio, value $1,417,578.

    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 37,003 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,104,914.

    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).