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Disclosery

Performance Wealth Partners, LLC: META position timeline

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

Performance Wealth Partners, LLC held 12,137 META shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,137 shares
    Change vs previous 13F -64,559 shares

    0.17% of the 13F portfolio, value $6,836,821.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 76,696 shares
    Change vs previous 13F -2,075 shares

    1.27% of the 13F portfolio, value $43,879,870.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 78,771 shares
    Change vs previous 13F -758 shares

    1.41% of the 13F portfolio, value $51,995,629.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 79,529 shares
    Change vs previous 13F +9,602 shares

    1.63% of the 13F portfolio, value $58,404,403.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 69,927 shares
    Change vs previous 13F +609 shares

    1.65% of the 13F portfolio, value $51,612,077.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 69,318 shares
    Change vs previous 13F +9,893 shares

    1.43% of the 13F portfolio, value $39,952,283.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 59,425 shares
    Change vs previous 13F +1,307 shares

    1.12% of the 13F portfolio, value $34,793,712.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 58,118 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $33,269,084.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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