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Disclosery

Prism Planning Partners LLC: META position timeline

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

Prism Planning Partners LLC held 763 META shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 763 shares
    Change vs previous 13F +3 shares

    0.45% of the 13F portfolio, value $429,801.

    13F-HR 0002110534-26-000003 filed by Prism Planning 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 760 shares
    Change vs previous 13F -527 shares

    0.51% of the 13F portfolio, value $434,830.

    13F-HR 0002110534-26-000002 filed by Prism Planning 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 1,287 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $849,549.

    13F-HR 0002110534-26-000001 filed by Prism Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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