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Disclosery

NewEdge Wealth, LLC: META position timeline

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

NewEdge Wealth, LLC held 231,927 META shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,927 shares
    Change vs previous 13F +12,540 shares

    1.32% of the 13F portfolio, value $130,642,095.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 219,387 shares
    Change vs previous 13F -12,552 shares

    1.5% of the 13F portfolio, value $125,517,934.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 231,939 shares
    Change vs previous 13F +22,441 shares

    1.73% of the 13F portfolio, value $153,100,821.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 209,498 shares
    Change vs previous 13F +10,042 shares

    1.91% of the 13F portfolio, value $133,230,425.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 199,456 shares
    Change vs previous 13F -10,819 shares

    2.38% of the 13F portfolio, value $151,951,297.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 210,275 shares
    Change vs previous 13F +9,001 shares

    2.2% of the 13F portfolio, value $121,194,331.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 201,274 shares
    Change vs previous 13F +10,469 shares

    2.04% of the 13F portfolio, value $117,847,723.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 190,805 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $109,224,237.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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