Advertisement
Screener

Meridian Financial Advisors, LLC Last Quarter Change: Foreign Bonds: Zero-Coupon Convertibles, Sold Out

Meridian Financial Advisors, LLC quarter change: Foreign Bonds: Zero-Coupon Convertibles, Sold out

In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Meridian Financial Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2032629): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Babb Wealth Advisors LLCUnited States$0.183B19
McDonough Capital Management, IncUnited States$0.183B50
Northland Capital Management LLCUnited States$0.183B31
Kamunting Street Capital Management, L.P.United States$0.183B28
Oxford Wealth Group, LLCUnited States$0.183B88
SUTTON PLACE INVESTORS LLCUnited States$0.183B136
Quantedge Capital Pte LtdSingapore$0.183B51
KENNICOTT CAPITAL MANAGEMENT LLCUnited States$0.183B46
Finivi Inc.United States$0.183B103
Claris Financial LLCUnited States$0.183B178