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Jacobsen Capital Management: META position timeline

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

Jacobsen Capital Management held 4,144 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 4,144 shares
    Change vs previous 13F -164 shares

    0.68% of the 13F portfolio, value $2,334,274.

    13F-HR 0001782491-26-000003 filed by Jacobsen 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 4,308 shares
    Change vs previous 13F +201 shares

    0.83% of the 13F portfolio, value $2,464,736.

    13F-HR 0001782491-26-000002 filed by Jacobsen 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 4,107 shares
    Change vs previous 13F -221 shares

    0.89% of the 13F portfolio, value $2,710,990.

    13F-HR 0001782491-26-000001 filed by Jacobsen 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 4,328 shares
    Change vs previous 13F +55 shares

    1.08% of the 13F portfolio, value $3,178,397.

    13F-HR 0001782491-25-000006 filed by Jacobsen 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 4,273 shares
    Change vs previous 13F +483 shares

    1.16% of the 13F portfolio, value $3,153,875.

    13F-HR 0001782491-25-000004 filed by Jacobsen 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 3,790 shares
    Change vs previous 13F +198 shares

    0.95% of the 13F portfolio, value $2,184,404.

    13F-HR 0001782491-25-000002 filed by Jacobsen 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 3,592 shares
    Change vs previous 13F -15 shares

    0.9% of the 13F portfolio, value $2,103,152.

    13F-HR 0001782491-25-000001 filed by Jacobsen 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 3,607 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,064,791.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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