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Disclosery

QTR Family Wealth, LLC: META position timeline

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

QTR Family Wealth, LLC held 4,755 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 4,755 shares
    Change vs previous 13F +551 shares

    0.93% of the 13F portfolio, value $2,678,710.

    13F-HR 0002067954-26-000003 filed by QTR Family 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 4,204 shares
    Change vs previous 13F +175 shares

    1.16% of the 13F portfolio, value $2,785,142.

    13F-HR 0002067954-26-000002 filed by QTR Family 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 4,029 shares
    Change vs previous 13F +203 shares

    1.19% of the 13F portfolio, value $2,702,315.

    13F-HR 0002067954-26-000001 filed by QTR Family 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 3,826 shares
    Change vs previous 13F +837 shares

    1.33% of the 13F portfolio, value $2,809,518.

    13F-HR 0002067954-25-000004 filed by QTR Family 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 2,989 shares
    Change vs previous 13F +743 shares

    1.37% of the 13F portfolio, value $2,206,055.

    13F-HR 0002067954-25-000002 filed by QTR Family 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 2,246 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,294,739.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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