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Focused Wealth Management, Inc: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on META, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 12,681 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 12,681 shares
    Change vs previous 13F +160 shares

    0.63% of the 13F portfolio, value $7,142,969.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 12,521 shares
    Change vs previous 13F +1,776 shares

    0.75% of the 13F portfolio, value $7,163,902.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 10,745 shares
    Change vs previous 13F +57 shares

    0.75% of the 13F portfolio, value $7,092,988.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 10,688 shares
    Change vs previous 13F +100 shares

    0.85% of the 13F portfolio, value $7,848,767.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 10,588 shares
    Change vs previous 13F +129 shares

    0.95% of the 13F portfolio, value $7,815,152.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 10,459 shares
    Change vs previous 13F -761 shares

    0.82% of the 13F portfolio, value $6,028,050.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 11,220 shares
    Change vs previous 13F -49 shares

    0.89% of the 13F portfolio, value $6,569,672.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 11,269 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $6,450,562.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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