Meridian Financial Partners LLC has submitted its quarterly report detailing its institutional holdings as of September 30, 2026. This filing is significant as it showcases the firm's investment strategies and positions in the market.
Meridian Financial Partners LLC, classified under the entity type 'other', operates from Warrenton, Virginia. The firm has been active in filing various reports, with its most recent submissions including the 13F-HR form on October 23, 2026, and prior reports dating back to August 25, 2026.
The filing states, "Form 13F-HR - Quarterly report filed by institutional managers, Holdings." This indicates that the firm is complying with regulatory requirements to disclose its investment holdings.
This filing may affect various stakeholders, including investors and analysts who rely on such disclosures to gauge market trends and investment behaviors within the financial services industry.
The filing does not say what happens next.
Filing Details
The filing was officially submitted on October 23, 2026, and accepted on the same day at 16:24:56. It covers the period ending September 30, 2026, indicating the timeliness of Meridian Financial Partners LLC's reporting.
According to the filing, there are two documents associated with this report, which include the primary document and an information table. The primary document is available in both HTML and XML formats, while the information table is also provided in these formats, allowing for easy access and review of the firm's holdings.
Company Information
Meridian Financial Partners LLC is registered with the Central Index Key (CIK) number 0001763722. The firm is incorporated in Virginia, with a fiscal year ending on December 31. Its Employer Identification Number (EIN) is 474668329.
Mailing and business addresses are listed as 39 S. 4th Street, Warrenton, VA 20186, with a contact number of 540-878-5416.
The filing does not provide specific details regarding the individual securities held by Meridian Financial Partners LLC or any significant changes in their investment strategy during the reporting period.