Meridian Financial Partners LLC (0001763722) Files 13F-HR Form with SEC
In a recent 13F-HR filing, Meridian Financial Partners LLC disclosed its holdings as of the end of the reporting period. The filing is significant as it provides transparency into the investment decisions made by the company, offering valuable insights for investors and analysts. By detailing the positions held in various securities, the filing allows stakeholders to track Meridian Financial Partners LLC’s portfolio changes over time, potentially indicating their market outlook and strategy.
Meridian Financial Partners LLC is a financial advisory firm that focuses on providing personalized wealth management services to individuals, families, and businesses. With a commitment to understanding their clients’ unique financial goals, the company offers tailored solutions to help clients achieve long-term financial success. For more information about Meridian Financial Partners LLC, please visit their website here.
The 13F-HR filing submitted by Meridian Financial Partners LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The form discloses the firm’s holdings in publicly traded companies, including the number of shares held and the total market value of each position. This information is used by investors and analysts to track institutional investment activity and gain insights into market trends.
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Meridian Financial Partners LLC (0001763722) Files 13F-HR Form with SEC
