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HOEY INVESTMENTS, INC: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOEY INVESTMENTS, INC on META, newest first. How the timeline and the estimate are built.

HOEY INVESTMENTS, INC held 102,276 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 102,276 shares
    Change vs previous 13F -25,412 shares

    7.59% of the 13F portfolio, value $57,610,976.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, 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 127,688 shares
    Change vs previous 13F -5,432 shares

    10.78% of the 13F portfolio, value $73,054,007.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, 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 133,120 shares
    Change vs previous 13F -1,840 shares

    11.93% of the 13F portfolio, value $87,870,969.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, 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 134,960 shares
    Change vs previous 13F +996 shares

    13.41% of the 13F portfolio, value $99,111,631.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, 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 133,964 shares
    Change vs previous 13F +10,290 shares

    14.8% of the 13F portfolio, value $98,877,141.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, 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 123,674 shares
    Change vs previous 13F +4,243 shares

    14.12% of the 13F portfolio, value $71,281,010.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, 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 119,431 shares
    Change vs previous 13F +12,578 shares

    11.9% of the 13F portfolio, value $69,928,262.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, INC
    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 106,853 shares
    Change vs previous 13F not available

    10.3% of the 13F portfolio, value $53,877,519.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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