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Meridian Financial Advisors, LLC: XLV position timeline

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

Meridian Financial Advisors, LLC held 3,642 XLV 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 3,642 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $613,364.

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

  2. period ended2026-06-30
    13F 3,658 shares
    Change vs previous 13F -62 shares

    0.28% of the 13F portfolio, value $580,358.

    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 3,720 shares
    Change vs previous 13F -213 shares

    0.3% of the 13F portfolio, value $545,363.

    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 3,933 shares
    Change vs previous 13F +32 shares

    0.33% of the 13F portfolio, value $608,801.

    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 3,901 shares
    Change vs previous 13F -901 shares

    0.31% of the 13F portfolio, value $542,878.

    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 4,802 shares
    Change vs previous 13F +138 shares

    0.42% of the 13F portfolio, value $647,238.

    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 4,664 shares
    Change vs previous 13F +81 shares

    0.48% of the 13F portfolio, value $680,965.

    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 4,583 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $630,459.

    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).