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Fusion Family Wealth, LLC: META position timeline

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

Fusion Family Wealth, LLC held 715 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 715 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $402,593.

    13F-HR 0001951757-26-001150 filed by Fusion Family Wealth, 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 715 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $408,870.

    13F-HR 0001951757-26-000773 filed by Fusion Family Wealth, 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 715 shares
    Change vs previous 13F -110 shares

    0.04% of the 13F portfolio, value $471,687.

    13F-HR 0001951757-26-000355 filed by Fusion Family Wealth, 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 825 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $605,511.

    13F-HR 0001951757-25-001286 filed by Fusion Family Wealth, 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 824 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $608,350.

    13F-HR 0001951757-25-001002 filed by Fusion Family Wealth, 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 824 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $475,158.

    13F-HR 0001951757-25-000468 filed by Fusion Family Wealth, 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 824 shares
    Change vs previous 13F +75 shares

    0.04% of the 13F portfolio, value $482,664.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 749 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $428,758.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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