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STUART INVESTMENT ADVISORS, INC.: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STUART INVESTMENT ADVISORS, INC. on META, newest first. How the timeline and the estimate are built.

STUART INVESTMENT ADVISORS, INC. held 0 META shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -274 shares

    13F-HR 0001951757-26-000458 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 274 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $200,945.

    13F-HR 0001951757-25-001239 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 273 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $201,818.

    13F-HR 0001951757-25-000953 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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