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CIK 0002032629 • 5 13F filings • Oct 20, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("meridian-financial-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002032629-25-000009 |
| $177.5M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002032629-26-000003 | $208.1M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002032629-25-000005 | $154.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002032629-26-000002 | $183.0M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002032629-25-000004 | $142.5M | View |