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Disclosery

Aureus Asset Management, LLC: META position timeline

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

Aureus Asset Management, LLC held 76,690 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 76,690 shares
    Change vs previous 13F +939 shares

    2.62% of the 13F portfolio, value $43,199,057.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 75,751 shares
    Change vs previous 13F +3,520 shares

    2.89% of the 13F portfolio, value $43,339,189.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 72,231 shares
    Change vs previous 13F -695 shares

    3.04% of the 13F portfolio, value $47,678,683.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 72,926 shares
    Change vs previous 13F -29,262 shares

    3.49% of the 13F portfolio, value $53,555,075.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 102,188 shares
    Change vs previous 13F -261 shares

    4.82% of the 13F portfolio, value $75,423,608.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 102,449 shares
    Change vs previous 13F -721 shares

    4.14% of the 13F portfolio, value $59,047,237.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 103,170 shares
    Change vs previous 13F -1,610 shares

    3.9% of the 13F portfolio, value $60,406,784.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    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 104,780 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $59,979,977.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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