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Disclosery

HB Wealth Management, LLC: META position timeline

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

HB Wealth Management, LLC held 118,576 META shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,576 shares
    Change vs previous 13F +17,912 shares

    0.37% of the 13F portfolio, value $66,792,891.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 100,664 shares
    Change vs previous 13F +6,480 shares

    0.37% of the 13F portfolio, value $57,593,101.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 94,184 shares
    Change vs previous 13F +6,273 shares

    0.4% of the 13F portfolio, value $62,170,072.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 87,911 shares
    Change vs previous 13F +13,020 shares

    0.44% of the 13F portfolio, value $64,560,429.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 74,891 shares
    Change vs previous 13F +342 shares

    0.44% of the 13F portfolio, value $55,276,607.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 74,549 shares
    Change vs previous 13F +14,172 shares

    0.36% of the 13F portfolio, value $42,967,301.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 60,377 shares
    Change vs previous 13F +3,107 shares

    0.36% of the 13F portfolio, value $35,355,015.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 57,270 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $32,783,973.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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