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Grant Private Wealth Management Inc: META position timeline

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

Grant Private Wealth Management Inc held 26,165 META shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,165 shares
    Change vs previous 13F +5,984 shares

    6.21% of the 13F portfolio, value $14,738,579.

    13F-HR 0001754960-26-000404 filed by Grant Private 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 20,181 shares
    Change vs previous 13F +7,961 shares

    6.13% of the 13F portfolio, value $11,546,258.

    13F-HR 0001754960-26-000241 filed by Grant Private 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 12,220 shares
    Change vs previous 13F +178 shares

    4.87% of the 13F portfolio, value $8,066,555.

    13F-HR 0001754960-26-000002 filed by Grant Private 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 12,042 shares
    Change vs previous 13F +1,973 shares

    5.46% of the 13F portfolio, value $8,843,653.

    13F-HR 0001754960-25-000636 filed by Grant Private 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 10,069 shares
    Change vs previous 13F +2,513 shares

    4.21% of the 13F portfolio, value $7,431,575.

    13F-HR 0001754960-25-000367 filed by Grant Private 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 7,556 shares
    Change vs previous 13F +204 shares

    4.7% of the 13F portfolio, value $4,354,976.

    13F-HR 0001754960-25-000206 filed by Grant Private 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 7,352 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $4,304,670.

    13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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