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Disclosery

Heron Bay Capital Management: META position timeline

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

Heron Bay Capital Management held 57,416 META shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,416 shares
    Change vs previous 13F -4,602 shares

    2.93% of the 13F portfolio, value $32,341,876.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 62,018 shares
    Change vs previous 13F +38,351 shares

    3.27% of the 13F portfolio, value $35,482,370.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 23,667 shares
    Change vs previous 13F -286 shares

    2.98% of the 13F portfolio, value $15,622,358.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 23,953 shares
    Change vs previous 13F -2,306 shares

    3.28% of the 13F portfolio, value $17,590,611.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    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 26,259 shares
    Change vs previous 13F +261 shares

    3.81% of the 13F portfolio, value $19,381,512.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    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 25,998 shares
    Change vs previous 13F -504 shares

    3.15% of the 13F portfolio, value $14,984,211.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    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 26,502 shares
    Change vs previous 13F -170 shares

    3.24% of the 13F portfolio, value $15,517,189.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    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 26,672 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $15,268,122.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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