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Left Brain Wealth Management, LLC: META position timeline

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

Left Brain Wealth Management, LLC held 17,870 META shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,870 shares
    Change vs previous 13F -2,208 shares

    3.04% of the 13F portfolio, value $10,065,992.

    13F-HR 0001104659-26-088542 filed by Left Brain 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 20,078 shares
    Change vs previous 13F -1,817 shares

    4.51% of the 13F portfolio, value $11,487,226.

    13F-HR 0001104659-26-052365 filed by Left Brain 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 21,895 shares
    Change vs previous 13F -1,770 shares

    5% of the 13F portfolio, value $14,452,671.

    13F-HR 0001104659-26-010757 filed by Left Brain 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 23,665 shares
    Change vs previous 13F +428 shares

    5.45% of the 13F portfolio, value $17,379,103.

    13F-HR 0001104659-25-110452 filed by Left Brain 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 23,237 shares
    Change vs previous 13F +480 shares

    6.04% of the 13F portfolio, value $17,150,997.

    13F-HR 0001104659-25-076758 filed by Left Brain 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 22,757 shares
    Change vs previous 13F -1,073 shares

    5.72% of the 13F portfolio, value $13,116,225.

    13F-HR 0001104659-25-043527 filed by Left Brain 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 23,830 shares
    Change vs previous 13F +729 shares

    5.27% of the 13F portfolio, value $13,952,703.

    13F-HR 0001104659-25-010805 filed by Left Brain 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 23,101 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $13,223,936.

    13F-HR 0001104659-24-116569 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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