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CAPTRUST FINANCIAL ADVISORS: META position timeline

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

CAPTRUST FINANCIAL ADVISORS held 639,025 META shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 639,025 shares
    Change vs previous 13F +40,424 shares

    0.55% of the 13F portfolio, value $359,956,334.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 598,601 shares
    Change vs previous 13F +114,259 shares

    0.6% of the 13F portfolio, value $342,398,424.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 484,342 shares
    Change vs previous 13F -60,840 shares

    0.61% of the 13F portfolio, value $319,709,378.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 545,182 shares
    Change vs previous 13F +3,986 shares

    0.82% of the 13F portfolio, value $400,370,649.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 541,196 shares
    Change vs previous 13F +31,519 shares

    0.89% of the 13F portfolio, value $399,451,061.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 509,677 shares
    Change vs previous 13F +28,295 shares

    0.74% of the 13F portfolio, value $293,757,719.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 481,382 shares
    Change vs previous 13F +34,935 shares

    0.81% of the 13F portfolio, value $281,853,696.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 446,447 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $255,564,136.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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