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Meridian Financial Advisors, LLC: SPY position timeline

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

Meridian Financial Advisors, LLC held 2,545 SPY 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 2,545 shares
    Change vs previous 13F -66 shares

    0.91% of the 13F portfolio, value $1,940,893.

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

  2. period ended2026-06-30
    13F 2,611 shares
    Change vs previous 13F +9 shares

    0.94% of the 13F portfolio, value $1,949,816.

    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 2,602 shares
    Change vs previous 13F -231 shares

    0.92% of the 13F portfolio, value $1,692,185.

    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 2,833 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,931,879.

    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 2,833 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $1,887,288.

    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 2,833 shares
    Change vs previous 13F -88 shares

    1.13% of the 13F portfolio, value $1,750,369.

    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 2,921 shares
    Change vs previous 13F -34 shares

    1.15% of the 13F portfolio, value $1,633,978.

    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 2,955 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,731,866.

    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).