Skip to content
Disclosery

CapWealth Advisors, LLC: META position timeline

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

CapWealth Advisors, LLC held 767 META shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 767 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $556,213.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 754 shares
    Change vs previous 13F -628 shares

    0.03% of the 13F portfolio, value $424,721.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,382 shares
    Change vs previous 13F -44 shares

    0.06% of the 13F portfolio, value $790,684.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 1,426 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $941,288.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 1,413 shares
    Change vs previous 13F -413 shares

    0.07% of the 13F portfolio, value $1,037,679.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,826 shares
    Change vs previous 13F -9 shares

    0.13% of the 13F portfolio, value $1,347,752.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,835 shares
    Change vs previous 13F +1,054 shares

    0.11% of the 13F portfolio, value $1,057,621.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 781 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $457,283.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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