Meridian Financial Advisors, LLC quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Babb Wealth Advisors LLC | United States | $0.183B | 19 |
| McDonough Capital Management, Inc | United States | $0.183B | 50 |
| Northland Capital Management LLC | United States | $0.183B | 31 |
| Kamunting Street Capital Management, L.P. | United States | $0.183B | 28 |
| Oxford Wealth Group, LLC | United States | $0.183B | 88 |
| SUTTON PLACE INVESTORS LLC | United States | $0.183B | 136 |
| Quantedge Capital Pte Ltd | Singapore | $0.183B | 51 |
| KENNICOTT CAPITAL MANAGEMENT LLC | United States | $0.183B | 46 |
| Finivi Inc. | United States | $0.183B | 103 |
| Claris Financial LLC | United States | $0.183B | 178 |