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Rockline Wealth Management, LLC: META position timeline

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

Rockline Wealth Management, LLC held 32,263 META shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,263 shares
    Change vs previous 13F -892 shares

    3.48% of the 13F portfolio, value $18,173,771.

    13F-HR 0001172661-26-002781 filed by Rockline 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 33,155 shares
    Change vs previous 13F -223 shares

    4.12% of the 13F portfolio, value $18,969,021.

    13F-HR 0001172661-26-001574 filed by Rockline 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 33,378 shares
    Change vs previous 13F +909 shares

    4.49% of the 13F portfolio, value $22,032,525.

    13F-HR 0001172661-26-000560 filed by Rockline 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 32,469 shares
    Change vs previous 13F +1,500 shares

    4.94% of the 13F portfolio, value $23,844,597.

    13F-HR 0001172661-25-004538 filed by Rockline 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 30,969 shares
    Change vs previous 13F +1,471 shares

    5.41% of the 13F portfolio, value $22,857,899.

    13F-HR 0001172661-25-002900 filed by Rockline 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 29,498 shares
    Change vs previous 13F +7,299 shares

    4.73% of the 13F portfolio, value $17,001,480.

    13F-HR 0001172661-25-001525 filed by Rockline 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 22,199 shares
    Change vs previous 13F +1,065 shares

    3.47% of the 13F portfolio, value $12,997,821.

    13F-HR 0001172661-25-000354 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,134 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $12,097,927.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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