Meridian Financial Advisors, LLC: SUSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Financial Advisors, LLC on SUSA, newest first. How the timeline and the estimate are built.
Meridian Financial Advisors, LLC held 3,975 SUSA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 3,975 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $618,828.
13F-HR 0002032629-26-000007 filed by Meridian Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 3,975 sharesChange vs previous 13F -325 shares
0.29% of the 13F portfolio, value $613,343.
13F-HR 0002032629-26-000003 filed by Meridian Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,300 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $568,030.
13F-HR 0002032629-26-000002 filed by Meridian Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,300 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $599,183.
13F-HR 0002032629-26-000001 filed by Meridian Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,300 sharesChange vs previous 13F -418 shares
0.33% of the 13F portfolio, value $583,295.
13F-HR 0002032629-25-000009 filed by Meridian Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,718 sharesChange vs previous 13F -200 shares
0.39% of the 13F portfolio, value $598,007.
13F-HR 0002032629-25-000005 filed by Meridian Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,918 sharesChange vs previous 13F -100 shares
0.4% of the 13F portfolio, value $564,931.
13F-HR 0002032629-25-000004 filed by Meridian Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,018 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $610,139.
13F-HR 0002032629-25-000003 filed by Meridian Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).