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Souders Financial Advisors: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on META, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 9,397 META shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,397 shares
    Change vs previous 13F +1,064 shares

    0.53% of the 13F portfolio, value $5,293,126.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 8,333 shares
    Change vs previous 13F -86 shares

    0.54% of the 13F portfolio, value $4,767,311.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 8,419 shares
    Change vs previous 13F -490 shares

    0.64% of the 13F portfolio, value $5,557,507.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 8,909 shares
    Change vs previous 13F -330 shares

    0.78% of the 13F portfolio, value $6,542,556.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 9,239 shares
    Change vs previous 13F +769 shares

    0.87% of the 13F portfolio, value $6,818,918.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 8,470 shares
    Change vs previous 13F +706 shares

    0.68% of the 13F portfolio, value $4,881,982.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 7,764 shares
    Change vs previous 13F +456 shares

    0.63% of the 13F portfolio, value $4,546,128.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 7,308 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,183,304.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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