Meridian Financial Partners LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meridian Financial Partners LLC on WM, newest first. How the timeline and the estimate are built.
Meridian Financial Partners LLC held 1,201 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,201 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $279,593.
13F-HR 0001763722-26-000003 filed by Meridian Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,201 sharesChange vs previous 13F +201 shares
0.11% of the 13F portfolio, value $280,205.
13F-HR 0001763722-26-000002 filed by Meridian Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,000 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $226,490.
13F-HR 0001763722-26-000001 filed by Meridian Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,000 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $219,980.
13F-HR 0001763722-25-000007 filed by Meridian Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,000 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $229,000.
13F-HR 0001763722-25-000005 filed by Meridian Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,000 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $232,000.
13F-HR 0001763722-25-000003 filed by Meridian Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,000 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $202,000.
13F-HR 0001763722-25-000001 filed by Meridian Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,000 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $208,000.
13F-HR 0001763722-24-000008 filed by Meridian Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).