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Meridian Financial Advisors, LLC: SYLD position timeline

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

Meridian Financial Advisors, LLC held 9,388 SYLD 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 9,388 shares
    Change vs previous 13F +2 shares

    0.35% of the 13F portfolio, value $756,595.

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

  2. period ended2026-06-30
    13F 9,386 shares
    Change vs previous 13F -598 shares

    0.36% of the 13F portfolio, value $742,277.

    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 9,984 shares
    Change vs previous 13F -1,503 shares

    0.41% of the 13F portfolio, value $752,873.

    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 11,487 shares
    Change vs previous 13F -1,006 shares

    0.43% of the 13F portfolio, value $798,584.

    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 12,493 shares
    Change vs previous 13F -1,141 shares

    0.48% of the 13F portfolio, value $857,802.

    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 13,634 shares
    Change vs previous 13F -62 shares

    0.57% of the 13F portfolio, value $886,615.

    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 13,696 shares
    Change vs previous 13F +51 shares

    0.61% of the 13F portfolio, value $873,831.

    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 13,645 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $934,289.

    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).