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Trifecta Capital Advisors, LLC: META position timeline

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

Trifecta Capital Advisors, LLC held 24,284 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 24,284 shares
    Change vs previous 13F +913 shares

    1.76% of the 13F portfolio, value $13,678,935.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, 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 23,371 shares
    Change vs previous 13F +242 shares

    2.07% of the 13F portfolio, value $13,371,281.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, 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 23,129 shares
    Change vs previous 13F +1,139 shares

    2.26% of the 13F portfolio, value $15,267,257.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, 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 21,990 shares
    Change vs previous 13F +688 shares

    2.46% of the 13F portfolio, value $16,149,055.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, 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 21,302 shares
    Change vs previous 13F +6,551 shares

    2.62% of the 13F portfolio, value $15,722,823.

    13F-HR 0001962615-25-000003 filed by Trifecta Capital Advisors, 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 14,751 shares
    Change vs previous 13F +945 shares

    1.78% of the 13F portfolio, value $8,501,902.

    13F-HR 0001962615-25-000002 filed by Trifecta Capital Advisors, 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 13,806 shares
    Change vs previous 13F +1,031 shares

    1.6% of the 13F portfolio, value $8,083,559.

    13F-HR 0001962615-25-000001 filed by Trifecta Capital Advisors, 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 12,775 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $7,312,921.

    13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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