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Aletheian Wealth Advisors LLC: META position timeline

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

Aletheian Wealth Advisors LLC held 2,405 META shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,405 shares
    Change vs previous 13F +270 shares

    0.7% of the 13F portfolio, value $1,744,058.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,135 shares
    Change vs previous 13F +235 shares

    0.51% of the 13F portfolio, value $1,202,624.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,900 shares
    Change vs previous 13F -187 shares

    0.53% of the 13F portfolio, value $1,087,047.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 2,087 shares
    Change vs previous 13F -48 shares

    0.71% of the 13F portfolio, value $1,532,651.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 2,135 shares
    Change vs previous 13F -50 shares

    0.78% of the 13F portfolio, value $1,575,822.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 2,185 shares
    Change vs previous 13F +112 shares

    0.71% of the 13F portfolio, value $1,259,347.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 2,073 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,213,762.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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