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CFM WEALTH PARTNERS LLC: META position timeline

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

CFM WEALTH PARTNERS LLC held 31,789 META shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,789 shares
    Change vs previous 13F -708 shares

    2.29% of the 13F portfolio, value $17,906,193.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 32,497 shares
    Change vs previous 13F +1,671 shares

    2.79% of the 13F portfolio, value $18,592,273.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 30,826 shares
    Change vs previous 13F +1,244 shares

    2.94% of the 13F portfolio, value $20,347,662.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 29,582 shares
    Change vs previous 13F +2,908 shares

    3.15% of the 13F portfolio, value $21,724,121.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 26,674 shares
    Change vs previous 13F +1,226 shares

    3.13% of the 13F portfolio, value $19,688,171.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS 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 25,448 shares
    Change vs previous 13F +1,092 shares

    2.59% of the 13F portfolio, value $14,667,431.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS 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 24,356 shares
    Change vs previous 13F +4,153 shares

    2.41% of the 13F portfolio, value $14,260,841.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH PARTNERS 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/A 20,203 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $11,565,112.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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