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Disclosery

AG Asset Advisory, LLC: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AG Asset Advisory, LLC on META, newest first. How the timeline and the estimate are built.

AG Asset Advisory, LLC held 85,572 META shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,572 shares
    Change vs previous 13F -570 shares

    38.99% of the 13F portfolio, value $48,201,852.

    13F-HR 0001625008-26-000004 filed by AG Asset Advisory, LLC
    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 86,142 shares
    Change vs previous 13F -100 shares

    40.88% of the 13F portfolio, value $49,284,422.

    13F-HR 0001625008-26-000002 filed by AG Asset Advisory, LLC
    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 86,242 shares
    Change vs previous 13F -110 shares

    48.79% of the 13F portfolio, value $56,927,482.

    13F-HR 0001625008-26-000001 filed by AG Asset Advisory, LLC
    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 86,352 shares
    Change vs previous 13F -20 shares

    52.61% of the 13F portfolio, value $63,415,182.

    13F-HR 0001625008-25-000004 filed by AG Asset Advisory, LLC
    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 86,372 shares
    Change vs previous 13F -40 shares

    55.4% of the 13F portfolio, value $63,750,309.

    13F-HR 0001085146-25-004520 filed by AG Asset Advisory, LLC
    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 86,412 shares
    Change vs previous 13F -646 shares

    51.09% of the 13F portfolio, value $49,804,420.

    13F-HR 0001085146-25-002683 filed by AG Asset Advisory, LLC
    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 87,058 shares
    Change vs previous 13F not available

    50.85% of the 13F portfolio, value $50,973,330.

    13F-HR 0001085146-25-001816 filed by AG Asset Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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