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Meridian Financial Partners LLC: CRM position timeline

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

Meridian Financial Partners LLC held 4,650 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,650 shares
    Change vs previous 13F -372 shares

    0.26% of the 13F portfolio, value $776,550.

    13F-HR 0001763722-26-000003 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,022 shares
    Change vs previous 13F +121 shares

    0.35% of the 13F portfolio, value $918,825.

    13F-HR 0001763722-26-000002 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,901 shares
    Change vs previous 13F +42 shares

    0.43% of the 13F portfolio, value $1,085,964.

    13F-HR 0001763722-26-000001 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,859 shares
    Change vs previous 13F +176 shares

    0.49% of the 13F portfolio, value $1,168,249.

    13F-HR 0001763722-25-000007 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,683 shares
    Change vs previous 13F +191 shares

    0.6% of the 13F portfolio, value $1,277,000.

    13F-HR 0001763722-25-000005 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,492 shares
    Change vs previous 13F +78 shares

    0.61% of the 13F portfolio, value $1,205,000.

    13F-HR 0001763722-25-000003 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,414 shares
    Change vs previous 13F +19 shares

    0.78% of the 13F portfolio, value $1,476,000.

    13F-HR 0001763722-25-000001 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,395 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,203,000.

    13F-HR 0001763722-24-000008 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).