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SIERRA SUMMIT ADVISORS LLC: META position timeline

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

SIERRA SUMMIT ADVISORS LLC held 26,801 META shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,801 shares
    Change vs previous 13F +3,775 shares

    1.69% of the 13F portfolio, value $15,096,736.

    13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT ADVISORS 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 23,026 shares
    Change vs previous 13F +2,900 shares

    1.91% of the 13F portfolio, value $13,173,866.

    13F-HR 0001104659-26-049351 filed by SIERRA SUMMIT ADVISORS 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 20,126 shares
    Change vs previous 13F +585 shares

    2.04% of the 13F portfolio, value $13,284,972.

    13F-HR 0001104659-26-011348 filed by SIERRA SUMMIT ADVISORS 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 19,541 shares
    Change vs previous 13F -2,080 shares

    2.19% of the 13F portfolio, value $14,350,604.

    13F-HR 0001104659-25-109951 filed by SIERRA SUMMIT ADVISORS 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 21,621 shares
    Change vs previous 13F -42 shares

    2.84% of the 13F portfolio, value $15,958,244.

    13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT ADVISORS 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 21,663 shares
    Change vs previous 13F -6,097 shares

    2.71% of the 13F portfolio, value $12,485,687.

    13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT ADVISORS 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 27,760 shares
    Change vs previous 13F +2,005 shares

    3.26% of the 13F portfolio, value $16,253,758.

    13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT ADVISORS 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 25,755 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $14,743,193.

    13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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