Meridian Financial Advisors, LLC SEC EDGAR Filings (CIK 0002032629)

SEC EDGAR filings, ownership reports, and insider transactions for Meridian Financial Advisors, LLC.

Business address
13 Water Street, Holliston, MA, 01746
Top securities (13F)
JPST, IVV, SCHD, QQQ, DGRO, IJR, IJH, VO, SPLG, RSP, DGRW, MSFT, SDY, VB, QQQM, SPSM, VOT, SPYG, VCSH, and VIG
State of incorporation
MA
Fiscal year end
31 December
Former names
Meridian Financial, LLC (to 23 Jul 2025)
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Meridian Financial Advisors, LLC has filed 18 SEC EDGAR filings since 13 Aug 2024

Latest Filings

Recent SEC filings for Meridian Financial Advisors, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2025 30 Sep 2025 028-24299
N-PX Open N-PX document View SEC filing for N-PX 23 Jul 2025 30 Jun 2025 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2025 30 Jun 2025 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2025 31 Mar 2025 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-24299
N-PX Open N-PX document View SEC filing for N-PX 27 Aug 2024 30 Jun 2024 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Jun 2024 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 31 Mar 2024 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 31 Dec 2023 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Sep 2023 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Jun 2023 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 31 Mar 2023 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 31 Dec 2022 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Sep 2022 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Jun 2022 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 31 Mar 2022 028-24299
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 31 Dec 2021 028-24299

About this filer

Meridian Financial Advisors, LLC files with the SEC under CIK 0002032629. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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