Skip to content
Disclosery

Bernard Wealth Management Corp.: META position timeline

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

Bernard Wealth Management Corp. held 241 META shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241 shares
    Change vs previous 13F -70 shares

    0.05% of the 13F portfolio, value $135,802.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 311 shares
    Change vs previous 13F -300 shares

    0.08% of the 13F portfolio, value $177,983.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 611 shares
    Change vs previous 13F -425 shares

    0.16% of the 13F portfolio, value $403,373.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 1,036 shares
    Change vs previous 13F -13 shares

    0.32% of the 13F portfolio, value $760,882.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 1,049 shares
    Change vs previous 13F -6 shares

    0.36% of the 13F portfolio, value $774,321.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 1,055 shares
    Change vs previous 13F -2 shares

    0.3% of the 13F portfolio, value $608,110.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 1,057 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $618,936.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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