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Meridian Financial Advisors, LLC: VYM position timeline

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

Meridian Financial Advisors, LLC held 4,132 VYM 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 4,132 shares
    Change vs previous 13F +100 shares

    0.3% of the 13F portfolio, value $641,290.

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

  2. period ended2026-06-30
    13F 4,032 shares
    Change vs previous 13F -343 shares

    0.31% of the 13F portfolio, value $637,181.

    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 4,375 shares
    Change vs previous 13F +3 shares

    0.35% of the 13F portfolio, value $647,941.

    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 4,372 shares
    Change vs previous 13F -397 shares

    0.34% of the 13F portfolio, value $627,473.

    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 4,769 shares
    Change vs previous 13F +170 shares

    0.38% of the 13F portfolio, value $672,194.

    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 4,599 shares
    Change vs previous 13F +284 shares

    0.4% of the 13F portfolio, value $613,096.

    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 4,315 shares
    Change vs previous 13F +273 shares

    0.39% of the 13F portfolio, value $556,465.

    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 4,042 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $515,722.

    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).