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Disclosery

Shira Ridge Wealth Management: META position timeline

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

Shira Ridge Wealth Management held 1,483 META shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,483 shares
    Change vs previous 13F -417 shares

    0.37% of the 13F portfolio, value $1,075,541.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,900 shares
    Change vs previous 13F -44 shares

    0.37% of the 13F portfolio, value $1,070,314.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,944 shares
    Change vs previous 13F -55 shares

    0.44% of the 13F portfolio, value $1,112,284.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,999 shares
    Change vs previous 13F +104 shares

    0.53% of the 13F portfolio, value $1,319,593.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,895 shares
    Change vs previous 13F +7 shares

    0.59% of the 13F portfolio, value $1,391,732.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,888 shares
    Change vs previous 13F +83 shares

    0.64% of the 13F portfolio, value $1,393,596.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,805 shares
    Change vs previous 13F -28 shares

    0.52% of the 13F portfolio, value $1,040,394.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,833 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,073,290.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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