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Disclosery

Meridian Financial Advisors, LLC: USB position timeline

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

Meridian Financial Advisors, LLC held 5,482 USB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,482 shares
    Change vs previous 13F +9 shares

    0.16% of the 13F portfolio, value $331,107.

    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).

  2. period ended2026-03-31
    13F 5,473 shares
    Change vs previous 13F +8 shares

    0.16% of the 13F portfolio, value $284,667.

    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).

  3. period ended2025-12-31
    13F 5,465 shares
    Change vs previous 13F +11 shares

    0.16% of the 13F portfolio, value $291,586.

    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).

  4. period ended2025-09-30
    13F 5,454 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $263,614.

    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).

  5. period ended2025-06-30
    13F 5,449 shares
    Change vs previous 13F -196 shares

    0.16% of the 13F portfolio, value $246,559.

    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).

  6. period ended2025-03-31
    13F 5,645 shares
    Change vs previous 13F +11 shares

    0.17% of the 13F portfolio, value $238,326.

    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).

  7. period ended2024-12-31
    13F 5,634 shares
    Change vs previous 13F -187 shares

    0.19% of the 13F portfolio, value $269,482.

    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).

  8. period ended2024-09-30
    13F 5,821 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $266,187.

    13F-HR 0002032629-24-000002 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).