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Disclosery

Fiduciary Alliance LLC: META position timeline

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

Fiduciary Alliance LLC held 8,522 META shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,522 shares
    Change vs previous 13F -1,076 shares

    0.32% of the 13F portfolio, value $4,800,435.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 9,598 shares
    Change vs previous 13F +633 shares

    0.39% of the 13F portfolio, value $6,446,021.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 8,965 shares
    Change vs previous 13F -1,582 shares

    0.39% of the 13F portfolio, value $5,917,693.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 10,547 shares
    Change vs previous 13F +868 shares

    0.52% of the 13F portfolio, value $7,745,457.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 9,679 shares
    Change vs previous 13F +1,361 shares

    0.53% of the 13F portfolio, value $7,143,958.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 8,318 shares
    Change vs previous 13F -1,049 shares

    0.47% of the 13F portfolio, value $4,794,048.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 9,367 shares
    Change vs previous 13F +7,056 shares

    0.55% of the 13F portfolio, value $5,484,281.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 2,311 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,322,642.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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