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Disclosery

PUREfi Wealth, LLC: META position timeline

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

PUREfi Wealth, LLC held 2,749 META shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,749 shares
    Change vs previous 13F +987 shares

    0.85% of the 13F portfolio, value $1,548,296.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 1,762 shares
    Change vs previous 13F +582 shares

    0.66% of the 13F portfolio, value $1,007,897.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, 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 1,180 shares
    Change vs previous 13F -45 shares

    0.6% of the 13F portfolio, value $778,673.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, 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 1,225 shares
    Change vs previous 13F +53 shares

    0.69% of the 13F portfolio, value $899,292.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 1,172 shares
    Change vs previous 13F +96 shares

    0.69% of the 13F portfolio, value $865,357.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 1,076 shares
    Change vs previous 13F -90 shares

    0.62% of the 13F portfolio, value $620,367.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, 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 1,166 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $682,863.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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