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STRATEGIC PLANNING GROUP, LLC: META position timeline

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

STRATEGIC PLANNING GROUP, LLC held 40,698 META shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,698 shares
    Change vs previous 13F +2,443 shares

    2.5% of the 13F portfolio, value $22,925,211.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 38,255 shares
    Change vs previous 13F +7,859 shares

    3.06% of the 13F portfolio, value $21,887,026.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 30,396 shares
    Change vs previous 13F +2,847 shares

    2.58% of the 13F portfolio, value $20,064,648.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 27,549 shares
    Change vs previous 13F +10,445 shares

    2.73% of the 13F portfolio, value $20,232,076.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, 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 17,104 shares
    Change vs previous 13F +2,347 shares

    2.05% of the 13F portfolio, value $12,624,815.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, 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 14,757 shares
    Change vs previous 13F -1,708 shares

    1.66% of the 13F portfolio, value $8,505,701.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 16,465 shares
    Change vs previous 13F +303 shares

    1.77% of the 13F portfolio, value $9,640,983.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, 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 16,162 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $9,252,161.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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