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Apex Wealth Management, LLC: META position timeline

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

Apex Wealth Management, LLC held 1,643 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 1,643 shares
    Change vs previous 13F -80 shares

    0.57% of the 13F portfolio, value $925,671.

    13F-HR 0001951757-26-001214 filed by Apex Wealth Management, 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 1,723 shares
    Change vs previous 13F +119 shares

    0.68% of the 13F portfolio, value $985,926.

    13F-HR 0001951757-26-000606 filed by Apex Wealth Management, 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 1,604 shares
    Change vs previous 13F -70 shares

    1.01% of the 13F portfolio, value $994,828.

    13F-HR 0001951757-26-000301 filed by Apex Wealth Management, 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 1,674 shares
    Change vs previous 13F -40 shares

    0.88% of the 13F portfolio, value $1,229,397.

    13F-HR 0001951757-25-001187 filed by Apex Wealth Management, 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 1,714 shares
    Change vs previous 13F +113 shares

    1.01% of the 13F portfolio, value $1,265,097.

    13F-HR 0001951757-25-001052 filed by Apex Wealth Management, 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 1,601 shares
    Change vs previous 13F +98 shares

    0.83% of the 13F portfolio, value $922,712.

    13F-HR 0001951757-25-000478 filed by Apex Wealth Management, 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 1,503 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $879,847.

    13F-HR 0001951757-25-000265 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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