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Pines Wealth Management, LLC: META position timeline

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

Pines Wealth Management, LLC held 3,209 META shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,209 shares
    Change vs previous 13F +30 shares

    0.52% of the 13F portfolio, value $1,807,689.

    13F-HR 0001951757-26-001023 filed by Pines Wealth Management, 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 3,179 shares
    Change vs previous 13F +432 shares

    0.59% of the 13F portfolio, value $1,818,881.

    13F-HR 0001951757-26-000527 filed by Pines Wealth Management, 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 2,747 shares
    Change vs previous 13F -575 shares

    0.59% of the 13F portfolio, value $1,813,344.

    13F-HR 0001951757-26-000342 filed by Pines Wealth Management, 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 3,322 shares
    Change vs previous 13F -267 shares

    0.82% of the 13F portfolio, value $2,439,682.

    13F-HR 0001951757-25-001248 filed by Pines Wealth Management, 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 3,589 shares
    Change vs previous 13F +357 shares

    0.91% of the 13F portfolio, value $2,580,584.

    13F-HR 0001951757-25-000603 filed by Pines Wealth Management, 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 3,232 shares
    Change vs previous 13F -55 shares

    0.76% of the 13F portfolio, value $1,649,806.

    13F-HR 0001951757-25-000336 filed by Pines Wealth Management, 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 3,287 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,024,358.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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