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Sharp Wealth Advisory, LLC: META position timeline

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

Sharp Wealth Advisory, LLC held 3,764 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 3,764 shares
    Change vs previous 13F -457 shares

    0.98% of the 13F portfolio, value $2,120,227.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 4,221 shares
    Change vs previous 13F +463 shares

    1.19% of the 13F portfolio, value $2,414,961.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 3,758 shares
    Change vs previous 13F -49 shares

    1.25% of the 13F portfolio, value $2,480,618.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 3,807 shares
    Change vs previous 13F +95 shares

    1.52% of the 13F portfolio, value $2,795,785.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 3,712 shares
    Change vs previous 13F +120 shares

    1.77% of the 13F portfolio, value $2,739,790.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 3,592 shares
    Change vs previous 13F +6 shares

    1.58% of the 13F portfolio, value $2,070,285.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 3,586 shares
    Change vs previous 13F +45 shares

    1.59% of the 13F portfolio, value $2,099,639.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, 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 3,541 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,027,010.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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