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Meridian Financial Advisors, LLC: SPYM position timeline

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

Meridian Financial Advisors, LLC held 78,813 SPYM 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 78,813 shares
    Change vs previous 13F +1,084 shares

    3.31% of the 13F portfolio, value $7,074,224.

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

  2. period ended2026-06-30
    13F 77,729 shares
    Change vs previous 13F +3,480 shares

    3.28% of the 13F portfolio, value $6,830,868.

    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 74,249 shares
    Change vs previous 13F +3,070 shares

    3.11% of the 13F portfolio, value $5,683,013.

    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 71,179 shares
    Change vs previous 13F +7,568 shares

    3.11% of the 13F portfolio, value $5,710,012.

    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 63,611 shares
    Change vs previous 13F +3,882 shares

    2.81% of the 13F portfolio, value $4,983,270.

    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 59,729 shares
    Change vs previous 13F +2,376 shares

    2.81% of the 13F portfolio, value $4,341,713.

    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 57,353 shares
    Change vs previous 13F +924 shares

    2.65% of the 13F portfolio, value $3,771,503.

    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 56,429 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $3,890,205.

    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).