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Disclosery

ADVISORY RESEARCH INC: META position timeline

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

ADVISORY RESEARCH INC held 18,191 META shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,191 shares
    Change vs previous 13F +630 shares

    1.02% of the 13F portfolio, value $10,246,808.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    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 17,561 shares
    Change vs previous 13F +1,738 shares

    1.24% of the 13F portfolio, value $10,047,175.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    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 15,823 shares
    Change vs previous 13F -979 shares

    1.31% of the 13F portfolio, value $10,444,697.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    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 16,802 shares
    Change vs previous 13F +8,617 shares

    1.62% of the 13F portfolio, value $12,339,122.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    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 8,185 shares
    Change vs previous 13F +1,029 shares

    0.93% of the 13F portfolio, value $6,041,306.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    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 7,156 shares
    Change vs previous 13F +5,557 shares

    0.73% of the 13F portfolio, value $4,124,449.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    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 1,599 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $936,230.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    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 1,597 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $914,187.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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