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IAMS WEALTH MANAGEMENT, LLC: META position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 6,065 META shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,065 shares
    Change vs previous 13F +574 shares

    1.03% of the 13F portfolio, value $3,416,884.

    13F-HR 0001998182-26-000003 filed by IAMS 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 5,491 shares
    Change vs previous 13F -104 shares

    1.1% of the 13F portfolio, value $3,141,963.

    13F-HR 0001998182-26-000002 filed by IAMS 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 5,595 shares
    Change vs previous 13F +1,619 shares

    1.33% of the 13F portfolio, value $3,693,476.

    13F-HR 0001998182-26-000001 filed by IAMS 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 3,976 shares
    Change vs previous 13F +1,502 shares

    1.17% of the 13F portfolio, value $2,920,054.

    13F-HR 0001998182-25-000003 filed by IAMS 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 2,474 shares
    Change vs previous 13F +82 shares

    0.84% of the 13F portfolio, value $1,826,079.

    13F-HR 0001085146-25-003783 filed by IAMS 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 2,392 shares
    Change vs previous 13F +658 shares

    0.63% of the 13F portfolio, value $1,378,659.

    13F-HR 0001085146-25-001999 filed by IAMS 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 1,734 shares
    Change vs previous 13F -154 shares

    0.47% of the 13F portfolio, value $1,015,278.

    13F-HR 0001085146-25-000432 filed by IAMS 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 1,888 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,080,770.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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