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Disclosery

SwitchPoint Financial Planning, LLC: META position timeline

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

SwitchPoint Financial Planning, LLC held 490 META shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490 shares
    Change vs previous 13F +9 shares

    0.16% of the 13F portfolio, value $276,012.

    13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, 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 481 shares
    Change vs previous 13F -2 shares

    0.19% of the 13F portfolio, value $275,195.

    13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, 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 483 shares
    Change vs previous 13F +31 shares

    0.22% of the 13F portfolio, value $318,870.

    13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, 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 452 shares
    Change vs previous 13F +39 shares

    0.24% of the 13F portfolio, value $331,991.

    13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, 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 413 shares
    Change vs previous 13F +32 shares

    0.25% of the 13F portfolio, value $304,884.

    13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, 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 381 shares
    Change vs previous 13F +21 shares

    0.21% of the 13F portfolio, value $219,634.

    13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, 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 360 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $210,825.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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