Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: META position timeline

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

Steward Partners Investment Advisory, LLC held 380,818 META shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,818 shares
    Change vs previous 13F -291,737 shares

    1.1% of the 13F portfolio, value $214,511,232.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 672,555 shares
    Change vs previous 13F +21,432 shares

    1.96% of the 13F portfolio, value $384,789,284.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 651,123 shares
    Change vs previous 13F +29,673 shares

    2.36% of the 13F portfolio, value $429,799,119.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 621,450 shares
    Change vs previous 13F +371,284 shares

    2.62% of the 13F portfolio, value $456,380,719.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 250,166 shares
    Change vs previous 13F +12,571 shares

    1.44% of the 13F portfolio, value $184,645,365.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 237,595 shares
    Change vs previous 13F +72,562 shares

    1.21% of the 13F portfolio, value $136,940,763.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment 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 165,033 shares
    Change vs previous 13F +9,092 shares

    0.86% of the 13F portfolio, value $96,628,053.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment 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 155,941 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $89,267,119.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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