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Meridian Financial Advisors, LLC: XLU position timeline

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

Meridian Financial Advisors, LLC held 23,088 XLU 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 23,088 shares
    Change vs previous 13F +12 shares

    0.43% of the 13F portfolio, value $910,595.

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

  2. period ended2026-06-30
    13F 23,076 shares
    Change vs previous 13F -740 shares

    0.5% of the 13F portfolio, value $1,046,250.

    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 23,816 shares
    Change vs previous 13F -199 shares

    0.6% of the 13F portfolio, value $1,092,929.

    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 24,015 shares
    Change vs previous 13F +12,964 shares

    0.56% of the 13F portfolio, value $1,025,221.

    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 11,051 shares
    Change vs previous 13F +644 shares

    0.54% of the 13F portfolio, value $963,778.

    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 10,407 shares
    Change vs previous 13F +626 shares

    0.55% of the 13F portfolio, value $849,873.

    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 9,781 shares
    Change vs previous 13F -258 shares

    0.54% of the 13F portfolio, value $771,200.

    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 10,039 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $759,900.

    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).