Skip to content
Disclosery

POTENTIA WEALTH: META position timeline

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

POTENTIA WEALTH held 3,701 META shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,701 shares
    Change vs previous 13F -3,122 shares

    0.85% of the 13F portfolio, value $2,084,752.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 6,823 shares
    Change vs previous 13F -785 shares

    1.51% of the 13F portfolio, value $3,903,644.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 7,608 shares
    Change vs previous 13F +909 shares

    1.84% of the 13F portfolio, value $5,021,965.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 6,699 shares
    Change vs previous 13F +259 shares

    1.88% of the 13F portfolio, value $4,919,611.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 6,440 shares
    Change vs previous 13F +2,174 shares

    2.71% of the 13F portfolio, value $4,753,299.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 4,266 shares
    Change vs previous 13F -636 shares

    1.15% of the 13F portfolio, value $2,458,751.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 4,902 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,870,170.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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