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Abound Wealth Management: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on META, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 1,957 META shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,957 shares
    Change vs previous 13F -235 shares

    0.22% of the 13F portfolio, value $1,102,137.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,192 shares
    Change vs previous 13F +57 shares

    0.28% of the 13F portfolio, value $1,254,203.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,135 shares
    Change vs previous 13F +7 shares

    0.33% of the 13F portfolio, value $1,408,975.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,128 shares
    Change vs previous 13F +76 shares

    0.39% of the 13F portfolio, value $1,562,404.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,052 shares
    Change vs previous 13F +149 shares

    0.43% of the 13F portfolio, value $1,514,836.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,903 shares
    Change vs previous 13F +1,264 shares

    0.37% of the 13F portfolio, value $1,097,039.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 639 shares
    Change vs previous 13F +31 shares

    0.12% of the 13F portfolio, value $374,066.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 608 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $348,005.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).