North Berkeley Wealth Management, LLC: META position timeline

North Berkeley Wealth Management, LLC held 418 META shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 418 shares

   Change vs previous 13F +10 shares

   0.1% of the 13F portfolio, value $235,456.

   13F-HR 0001172661-26-002865 filed by North Berkeley Wealth Management, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 408 shares

   Change vs previous 13F -15 shares

   0.12% of the 13F portfolio, value $233,430.

   13F-HR 0001172661-26-002248 filed by North Berkeley Wealth Management, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 423 shares

   Change vs previous 13F +15 shares

   0.16% of the 13F portfolio, value $279,219.

   13F-HR 0001172661-26-000580 filed by North Berkeley Wealth Management, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 408 shares

   Change vs previous 13F 0 shares

   0.24% of the 13F portfolio, value $299,628.

   13F-HR 0001172661-25-004580 filed by North Berkeley Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 408 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $301,141.

   13F-HR 0001172661-25-003212 filed by North Berkeley Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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