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Disclosery

Francis Financial, Inc.: META position timeline

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

Francis Financial, Inc. held 33,904 META shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,904 shares
    Change vs previous 13F -4,260 shares

    3.13% of the 13F portfolio, value $19,097,707.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 38,164 shares
    Change vs previous 13F -2,359 shares

    4.06% of the 13F portfolio, value $21,834,692.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 40,523 shares
    Change vs previous 13F -11,919 shares

    5.24% of the 13F portfolio, value $26,748,737.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 52,442 shares
    Change vs previous 13F +965 shares

    13.61% of the 13F portfolio, value $76,333,562.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 51,477 shares
    Change vs previous 13F -4,760 shares

    8.78% of the 13F portfolio, value $37,994,660.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 56,237 shares
    Change vs previous 13F -58,762 shares

    7.88% of the 13F portfolio, value $32,412,680.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 114,999 shares
    Change vs previous 13F +56,260 shares

    8.6% of the 13F portfolio, value $33,845,327.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 58,739 shares
    Change vs previous 13F not available

    8.89% of the 13F portfolio, value $33,624,475.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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