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Litman Gregory Wealth Management LLC: META position timeline

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

Litman Gregory Wealth Management LLC held 28,862 META shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 28,862 shares
    Change vs previous 13F +3,446 shares

    1.39% of the 13F portfolio, value $19,051,739.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 25,416 shares
    Change vs previous 13F -729 shares

    1.39% of the 13F portfolio, value $18,665,097.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 26,145 shares
    Change vs previous 13F -1,125 shares

    1.52% of the 13F portfolio, value $19,297,323.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 27,270 shares
    Change vs previous 13F -464 shares

    1.35% of the 13F portfolio, value $15,717,195.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 27,734 shares
    Change vs previous 13F -1,115 shares

    1.41% of the 13F portfolio, value $16,238,263.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 28,849 shares
    Change vs previous 13F +225 shares

    1.38% of the 13F portfolio, value $16,514,479.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 28,624 shares
    Change vs previous 13F +5,894 shares

    1.28% of the 13F portfolio, value $14,432,794.

    13F-HR 0001214659-24-013144 filed by Litman Gregory 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 ended2024-03-31
    13F 22,730 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $11,037,234.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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