Forum Private Client Group LLC: META position timeline

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

Forum Private Client Group LLC held 431 META shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 431 shares
Change vs previous 13F +9 shares
0.07% of the 13F portfolio, value $242,527.
13F-HR 0001104659-26-094652 filed by Forum Private Client Group LLC
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 422 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $241,702.
13F-HR 0001104659-26-059955 filed by Forum Private Client Group LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).