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Meridian Financial Advisors, LLCETFConcentrated long-term

CIK: 0002032629 | HOLLISTON, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR154$213.9M2026-10-14SEC ↗
Q2 2026
13F-HR146$208.1M2026-07-22SEC ↗
Q1 2026
13F-HR141$183.0M2026-04-21SEC ↗
Q4 2025
13F-HR142$183.6M2026-01-23SEC ↗
Q3 2025
13F-HR140$177.5M2025-10-20SEC ↗
Q2 2025
13F-HR127$154.5M2025-07-16SEC ↗
Q1 2025
13F-HR121$142.5M2025-04-25SEC ↗
Q4 2024
13F-HR119$144.8M2025-01-15SEC ↗
Q3 2024
13F-HR126$149.7M2024-10-15SEC ↗
Q2 2024
13F-HR120$138.0M2024-08-13SEC ↗
Q1 2024
13F-HR121$134.0M2024-08-13SEC ↗
Q4 2023
13F-HR114$127.2M2024-08-13SEC ↗
Q3 2023
13F-HR94$107.4M2024-08-13SEC ↗
Q2 2023
13F-HR100$110.8M2024-08-13SEC ↗
Q1 2023
13F-HR96$102.9M2024-08-13SEC ↗
Q4 2022
13F-HR89$95.0M2024-08-13SEC ↗
Q3 2022
13F-HR84$86.0M2024-08-13SEC ↗
Q2 2022
13F-HR88$88.9M2024-08-13SEC ↗
Q1 2022
13F-HR90$96.4M2024-08-13SEC ↗
Q4 2021
13F-HR99$107.1M2024-08-13SEC ↗