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Disclosery

SWS Partners: META position timeline

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

SWS Partners held 8,938 META shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,938 shares
    Change vs previous 13F +2,274 shares

    1.09% of the 13F portfolio, value $5,034,950.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 6,664 shares
    Change vs previous 13F +2,096 shares

    0.94% of the 13F portfolio, value $3,812,918.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 4,568 shares
    Change vs previous 13F +49 shares

    0.73% of the 13F portfolio, value $3,015,176.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 4,519 shares
    Change vs previous 13F +15 shares

    0.81% of the 13F portfolio, value $3,318,429.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 4,504 shares
    Change vs previous 13F +38 shares

    0.9% of the 13F portfolio, value $3,325,033.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 4,466 shares
    Change vs previous 13F +46 shares

    0.84% of the 13F portfolio, value $2,574,226.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 4,420 shares
    Change vs previous 13F +245 shares

    0.78% of the 13F portfolio, value $2,588,080.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 4,175 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,389,937.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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