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Disclosery

Generate Investment Management Ltd: META position timeline

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

Generate Investment Management Ltd held 168,824 META shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,824 shares
    Change vs previous 13F -50,919 shares

    3.91% of the 13F portfolio, value $95,096,871.

    13F-HR 0002025905-26-000004 filed by Generate Investment Management Ltd
    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 219,743 shares
    Change vs previous 13F +56,245 shares

    6.19% of the 13F portfolio, value $125,721,563.

    13F-HR 0002025905-26-000003 filed by Generate Investment Management Ltd
    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 163,498 shares
    Change vs previous 13F +39,711 shares

    4.92% of the 13F portfolio, value $107,923,395.

    13F-HR 0002025905-26-000001 filed by Generate Investment Management Ltd
    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 123,787 shares
    Change vs previous 13F +27,838 shares

    4.61% of the 13F portfolio, value $90,906,697.

    13F-HR 0002025905-25-000012 filed by Generate Investment Management Ltd
    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 95,949 shares
    Change vs previous 13F -46,182 shares

    3.93% of the 13F portfolio, value $70,818,997.

    13F-HR 0002025905-25-000004 filed by Generate Investment Management Ltd
    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 142,131 shares
    Change vs previous 13F +54,052 shares

    5.75% of the 13F portfolio, value $81,918,623.

    13F-HR 0002025905-25-000003 filed by Generate Investment Management Ltd
    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 88,079 shares
    Change vs previous 13F -27,980 shares

    3.61% of the 13F portfolio, value $51,571,135.

    13F-HR 0002025905-25-000001 filed by Generate Investment Management Ltd
    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 116,059 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $66,436,814.

    13F-HR 0002025905-24-000005 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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