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Moss Adams Wealth Advisors LLC: META position timeline

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

Moss Adams Wealth Advisors LLC held 11,089 META shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,089 shares
    Change vs previous 13F -252 shares

    0.39% of the 13F portfolio, value $6,246,301.

    13F-HR 0001661245-26-000004 filed by Moss Adams 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 11,341 shares
    Change vs previous 13F +528 shares

    0.47% of the 13F portfolio, value $6,488,419.

    13F-HR 0001661245-26-000002 filed by Moss Adams 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 10,813 shares
    Change vs previous 13F +710 shares

    0.52% of the 13F portfolio, value $7,137,327.

    13F-HR 0001661245-26-000001 filed by Moss Adams 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 10,103 shares
    Change vs previous 13F +28 shares

    0.58% of the 13F portfolio, value $7,419,096.

    13F-HR 0001661245-25-000006 filed by Moss Adams 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 10,075 shares
    Change vs previous 13F +495 shares

    0.68% of the 13F portfolio, value $7,436,564.

    13F-HR 0001661245-25-000004 filed by Moss Adams 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 9,580 shares
    Change vs previous 13F +1,413 shares

    0.58% of the 13F portfolio, value $5,521,746.

    13F-HR 0001661245-25-000003 filed by Moss Adams 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 8,167 shares
    Change vs previous 13F +408 shares

    0.51% of the 13F portfolio, value $4,782,054.

    13F-HR 0001661245-25-000001 filed by Moss Adams 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 7,759 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,441,726.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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