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Allworth Financial LP: META position timeline

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

Allworth Financial LP held 89,681 META shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,681 shares
    Change vs previous 13F -12,426 shares

    0.21% of the 13F portfolio, value $50,516,575.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 102,107 shares
    Change vs previous 13F +9,789 shares

    0.24% of the 13F portfolio, value $58,418,575.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 92,318 shares
    Change vs previous 13F +5,630 shares

    0.25% of the 13F portfolio, value $60,938,471.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 86,688 shares
    Change vs previous 13F +10,946 shares

    0.28% of the 13F portfolio, value $63,662,069.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 75,742 shares
    Change vs previous 13F +27,492 shares

    0.27% of the 13F portfolio, value $55,904,776.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 48,250 shares
    Change vs previous 13F -216 shares

    0.15% of the 13F portfolio, value $25,724,372.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 48,466 shares
    Change vs previous 13F +8,574 shares

    0.17% of the 13F portfolio, value $30,218,816.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 39,892 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $22,835,605.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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