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Disclosery

Meredith Wealth Planning: META position timeline

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

Meredith Wealth Planning held 1,823 META shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,823 shares
    Change vs previous 13F -175 shares

    0.24% of the 13F portfolio, value $1,027,019.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 1,998 shares
    Change vs previous 13F +159 shares

    0.31% of the 13F portfolio, value $1,143,132.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 1,839 shares
    Change vs previous 13F +15 shares

    0.36% of the 13F portfolio, value $1,214,018.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 1,824 shares
    Change vs previous 13F -51 shares

    0.42% of the 13F portfolio, value $1,339,838.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 1,875 shares
    Change vs previous 13F +8 shares

    0.5% of the 13F portfolio, value $1,383,675.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 1,867 shares
    Change vs previous 13F -6 shares

    0.47% of the 13F portfolio, value $1,076,268.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 1,873 shares
    Change vs previous 13F +15 shares

    0.49% of the 13F portfolio, value $1,096,548.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 1,858 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,063,756.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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