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Disclosery

Meridian Financial Partners LLC: PFXF position timeline

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

Meridian Financial Partners LLC held 110,458 PFXF 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 110,458 shares
    Change vs previous 13F +2,929 shares

    0.67% of the 13F portfolio, value $1,963,943.

    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 107,529 shares
    Change vs previous 13F +18,791 shares

    0.72% of the 13F portfolio, value $1,895,736.

    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 88,738 shares
    Change vs previous 13F +4,162 shares

    0.65% of the 13F portfolio, value $1,634,554.

    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 84,576 shares
    Change vs previous 13F +50,396 shares

    0.63% of the 13F portfolio, value $1,524,905.

    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 34,180 shares
    Change vs previous 13F +2,541 shares

    0.27% of the 13F portfolio, value $585,000.

    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 31,639 shares
    Change vs previous 13F +20,268 shares

    0.27% of the 13F portfolio, value $530,000.

    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 11,371 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $196,000.

    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).