메리디안 코퍼레이션
US ˙ NasdaqGS ˙ US58958P1049

SecurityMRBK / Meridian Corporation
InstitutionFourthstone LLC
Latest Disclosed Ownership1,084,319 shares
Ownership 9.61%
Fourthstone LLC ownership in MRBK / Meridian Corporation

2025-08-14 - Fourthstone LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,084,319 shares of Meridian Corporation (US:MRBK). This represents 9.61 percent ownership of the company. In their previous filing dated 2025-05-13 , Fourthstone LLC had reported owning 772,449 shares, indicating an increase of 40.37 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-08-14 2025-08-14 13G/A 772,449 1,084,319 40.37 9.61 40.50
2025-05-13 2025-05-13 13G/A 1,035,631 772,449 -25.41 6.84 -26.21
2024-02-14 2024-02-14 13G 1,035,631 9.27

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MERIDIAN COM 58958P104 1,175,301 53,526 4.77 22,284 13.00 3.7770
2026-02-13 2025-12-31 13F MERIDIAN COM 58958P104 1,121,775 49,561 4.62 19,721 16.48 3.6906
2025-11-14 2025-09-30 13F MERIDIAN COM 58958P104 1,072,214 -12,105 -1.12 16,930 21.14 3.0361
2025-08-14 2025-06-30 13F MERIDIAN COM 58958P104 1,084,319 311,870 40.37 13,977 25.65 2.7419
2025-05-14 2025-03-31 13F MERIDIAN COM 58958P104 772,449 -337,988 -30.44 11,123 -26.94 2.7577
2025-02-13 2024-12-31 13F MERIDIAN COM 58958P104 1,110,437 -6,326 -0.57 15,224 7.86 2.9731
2024-11-14 2024-09-30 13F MERIDIAN COM 58958P104 1,116,763 -2,260 -0.20 14,116 19.90 3.1455
2024-08-14 2024-06-30 13F MERIDIAN COM 58958P104 1,119,023 3,949 0.35 11,772 6.43 3.7483
2024-05-14 2024-03-31 13F MERIDIAN COM 58958P104 1,115,074 79,443 7.67 11,062 -23.16 3.6029
2024-02-14 2023-12-31 13F MERIDIAN COM 58958P104 1,035,631 413,446 66.45 14,395 136.22 2.9153
2023-11-14 2023-09-30 13F MERIDIAN COM 58958P104 622,185 177,194 39.82 6,094 39.77 1.3831
2023-08-02 2023-06-30 13F MERIDIAN COM 58958P104 444,991 20,454 4.82 4,361 -18.49 1.1593
2023-05-15 2023-03-31 13F MERIDIAN COM 58958P104 424,537 266,025 167.83 5,349 11.41 1.8833
2023-02-14 2022-12-31 13F MERIDIAN COM 58958P104 158,512 40,154 33.93 4,801 39.04 1.2615
2022-11-14 2022-09-30 13F MERIDIAN COM 58958P104 118,358 -42,570 -26.45 3,453 -29.18 1.1086
2022-08-15 2022-06-30 13F MERIDIAN COM 58958P104 160,928 40,819 33.98 4,876 26.52 1.9430
2022-05-13 2022-03-31 13F MERIDIAN COM 58958P104 120,109 25,466 26.91 3,854 10.75 1.5362
2022-02-14 2021-12-31 13F MERIDIAN COM 58958P104 94,643 -20,155 -17.56 3,480 5.45 1.3104
2021-11-12 2021-09-30 13F MERIDIAN COM 58958P104 114,798 68,349 147.15 3,300 170.27 1.3114
2021-08-05 2021-06-30 13F MERIDIAN COM 58958P104 46,449 46,449 1,221 0.5188
2020-07-09 2020-06-30 13F MERIDIAN BK PAOLI PA COM 58958P104 0 -101,739 -100.00 0 -100.00
2020-04-22 2020-03-31 13F MERIDIAN BK PAOLI PA COM 58958P104 101,739 1,039 1.03 1,392 -31.53 1.2656
2020-02-14 2019-12-31 13F MERIDIAN BK PAOLI PA COM 58958P104 100,700 100,700 2,033 1.8965
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.