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Disclosery

NRI Wealth Management LC: META position timeline

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

NRI Wealth Management LC held 7,619 META shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 7,619 shares
    Change vs previous 13F +200 shares

    2.57% of the 13F portfolio, value $5,029,068.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    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 7,419 shares
    Change vs previous 13F +3,250 shares

    2.91% of the 13F portfolio, value $5,448,493.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    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 4,169 shares
    Change vs previous 13F +174 shares

    1.86% of the 13F portfolio, value $3,076,733.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    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 3,995 shares
    Change vs previous 13F +2,981 shares

    1.7% of the 13F portfolio, value $2,302,751.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    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 1,014 shares
    Change vs previous 13F +20 shares

    0.41% of the 13F portfolio, value $593,707.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 994 shares
    Change vs previous 13F +48 shares

    0.39% of the 13F portfolio, value $501,195.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 946 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $459,359.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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