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Meridian Financial Advisors, LLC: XLE position timeline

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

Meridian Financial Advisors, LLC held 5,625 XLE 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 5,625 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $345,940.

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

  2. period ended2026-06-30
    13F 5,624 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $298,677.

    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 5,622 shares
    Change vs previous 13F +258 shares

    0.19% of the 13F portfolio, value $344,417.

    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 5,364 shares
    Change vs previous 13F +2,683 shares

    0.13% of the 13F portfolio, value $239,820.

    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 2,681 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $239,534.

    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).