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Disclosery

Apriem Advisors: META position timeline

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

Apriem Advisors held 4,201 META shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,201 shares
    Change vs previous 13F +30 shares

    0.2% of the 13F portfolio, value $2,366,429.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 4,171 shares
    Change vs previous 13F +119 shares

    0.23% of the 13F portfolio, value $2,386,395.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 4,052 shares
    Change vs previous 13F +23 shares

    0.25% of the 13F portfolio, value $2,675,007.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 4,029 shares
    Change vs previous 13F -50 shares

    0.28% of the 13F portfolio, value $2,959,067.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 4,079 shares
    Change vs previous 13F +66 shares

    0.32% of the 13F portfolio, value $3,010,822.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 4,013 shares
    Change vs previous 13F +55 shares

    0.27% of the 13F portfolio, value $2,312,960.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 3,958 shares
    Change vs previous 13F -110 shares

    0.27% of the 13F portfolio, value $2,317,371.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 4,068 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,328,769.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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