Skip to content
Disclosery

Strategic Wealth Investment Group, LLC: META position timeline

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

Strategic Wealth Investment Group, LLC held 31,747 META shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,747 shares
    Change vs previous 13F -1,591 shares

    2.17% of the 13F portfolio, value $17,882,913.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment 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 33,338 shares
    Change vs previous 13F +1,907 shares

    2.42% of the 13F portfolio, value $19,073,619.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment 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 31,431 shares
    Change vs previous 13F -12,336 shares

    2.55% of the 13F portfolio, value $20,747,120.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment 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 43,767 shares
    Change vs previous 13F +40,651 shares

    2.71% of the 13F portfolio, value $32,141,560.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment 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 3,116 shares
    Change vs previous 13F +279 shares

    3.33% of the 13F portfolio, value $2,300,169.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment 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 2,837 shares
    Change vs previous 13F -41,082 shares

    2.85% of the 13F portfolio, value $1,635,323.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment 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/A 43,919 shares
    Change vs previous 13F +649 shares

    2.84% of the 13F portfolio, value $25,714,712.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment 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 43,270 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $24,943,784.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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