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Invera Wealth Advisors, LLC: META position timeline

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

Invera Wealth Advisors, LLC held 2,345 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 2,345 shares
    Change vs previous 13F -22 shares

    0.71% of the 13F portfolio, value $1,320,915.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, 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 2,367 shares
    Change vs previous 13F -25 shares

    0.87% of the 13F portfolio, value $1,354,232.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, 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 2,392 shares
    Change vs previous 13F -178 shares

    1% of the 13F portfolio, value $1,578,935.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, 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 2,570 shares
    Change vs previous 13F -34 shares

    1.16% of the 13F portfolio, value $1,887,357.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, 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 2,604 shares
    Change vs previous 13F -16 shares

    1.25% of the 13F portfolio, value $1,921,986.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, 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/A 2,620 shares
    Change vs previous 13F -312 shares

    0.98% of the 13F portfolio, value $1,510,063.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, 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 2,932 shares
    Change vs previous 13F -296 shares

    1.85% of the 13F portfolio, value $1,866,071.

    13F-HR 0001976780-25-000001 filed by Invera Wealth Advisors, 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 3,228 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $1,910,008.

    13F-HR 0001976780-24-000009 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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