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Disclosery

Smith Group Asset Management, LLC: META position timeline

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

Smith Group Asset Management, LLC held 90,863 META shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,863 shares
    Change vs previous 13F +6,451 shares

    2.08% of the 13F portfolio, value $51,182,219.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset 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 84,412 shares
    Change vs previous 13F +3,837 shares

    2.46% of the 13F portfolio, value $48,294,638.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset 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 80,575 shares
    Change vs previous 13F +5,026 shares

    2.82% of the 13F portfolio, value $53,186,752.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset 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 75,549 shares
    Change vs previous 13F +3,318 shares

    3.19% of the 13F portfolio, value $55,481,675.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset 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 72,231 shares
    Change vs previous 13F +735 shares

    3.5% of the 13F portfolio, value $53,312,979.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset 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 71,496 shares
    Change vs previous 13F +2,432 shares

    3.09% of the 13F portfolio, value $41,207,435.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset 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 69,064 shares
    Change vs previous 13F +735 shares

    2.98% of the 13F portfolio, value $40,437,663.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset 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 68,329 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $39,114,253.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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