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Disclosery

Clearstead Advisors, LLC: META position timeline

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

Clearstead Advisors, LLC held 71,960 META shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,960 shares
    Change vs previous 13F -7,066 shares

    0.38% of the 13F portfolio, value $40,534,147.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 79,026 shares
    Change vs previous 13F +19,866 shares

    0.41% of the 13F portfolio, value $45,212,913.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 59,160 shares
    Change vs previous 13F +29,564 shares

    0.49% of the 13F portfolio, value $39,050,928.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 29,596 shares
    Change vs previous 13F +1,303 shares

    0.32% of the 13F portfolio, value $21,735,027.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 28,293 shares
    Change vs previous 13F +3,141 shares

    0.29% of the 13F portfolio, value $20,883,171.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 25,152 shares
    Change vs previous 13F +896 shares

    0.22% of the 13F portfolio, value $14,496,480.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 24,256 shares
    Change vs previous 13F -447 shares

    0.22% of the 13F portfolio, value $14,201,802.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 24,703 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $14,140,893.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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