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Meridian Financial Advisors, LLC: XMHQ position timeline

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

Meridian Financial Advisors, LLC held 5,680 XMHQ 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 5,680 shares
    Change vs previous 13F -218 shares

    0.3% of the 13F portfolio, value $634,121.

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

  2. period ended2026-06-30
    13F 5,898 shares
    Change vs previous 13F -91 shares

    0.32% of the 13F portfolio, value $665,715.

    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 5,989 shares
    Change vs previous 13F -366 shares

    0.34% of the 13F portfolio, value $619,036.

    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 6,355 shares
    Change vs previous 13F -619 shares

    0.35% of the 13F portfolio, value $650,832.

    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 6,974 shares
    Change vs previous 13F -208 shares

    0.41% of the 13F portfolio, value $731,943.

    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 7,182 shares
    Change vs previous 13F +100 shares

    0.46% of the 13F portfolio, value $705,515.

    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 7,082 shares
    Change vs previous 13F -460 shares

    0.45% of the 13F portfolio, value $648,174.

    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 7,542 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $742,616.

    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).