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Disclosery

Meridian Financial Partners LLC: MSFT position timeline

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

Meridian Financial Partners LLC held 13,776 MSFT 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 13,776 shares
    Change vs previous 13F -386 shares

    1.86% of the 13F portfolio, value $5,450,092.

    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 14,162 shares
    Change vs previous 13F +384 shares

    2% of the 13F portfolio, value $5,272,203.

    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 13,778 shares
    Change vs previous 13F -160 shares

    2.42% of the 13F portfolio, value $6,119,083.

    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 13,938 shares
    Change vs previous 13F -252 shares

    3.04% of the 13F portfolio, value $7,315,480.

    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 14,190 shares
    Change vs previous 13F +33 shares

    3.32% of the 13F portfolio, value $7,058,000.

    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 14,157 shares
    Change vs previous 13F +570 shares

    2.7% of the 13F portfolio, value $5,315,000.

    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 13,587 shares
    Change vs previous 13F -125 shares

    3.02% of the 13F portfolio, value $5,727,000.

    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 13,712 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $5,900,000.

    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).