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AVISO WEALTH MANAGEMENT: META position timeline

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

AVISO WEALTH MANAGEMENT held 14,318 META shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,318 shares
    Change vs previous 13F +358 shares

    2.75% of the 13F portfolio, value $8,065,377.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 13,960 shares
    Change vs previous 13F +242 shares

    3.6% of the 13F portfolio, value $7,987,105.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 13,718 shares
    Change vs previous 13F +99 shares

    3.81% of the 13F portfolio, value $9,055,292.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 13,619 shares
    Change vs previous 13F -452 shares

    4.36% of the 13F portfolio, value $10,001,203.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 14,071 shares
    Change vs previous 13F +331 shares

    4.85% of the 13F portfolio, value $10,385,692.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 13,740 shares
    Change vs previous 13F -437 shares

    4.21% of the 13F portfolio, value $7,919,190.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 14,177 shares
    Change vs previous 13F +367 shares

    4.23% of the 13F portfolio, value $8,300,809.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 13,810 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $7,905,406.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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