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Disclosery

TRUE Private Wealth Advisors: META position timeline

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

TRUE Private Wealth Advisors held 2,666 META shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,666 shares
    Change vs previous 13F -172 shares

    0.13% of the 13F portfolio, value $1,501,582.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 2,838 shares
    Change vs previous 13F -222 shares

    0.15% of the 13F portfolio, value $1,624,047.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 3,060 shares
    Change vs previous 13F +11 shares

    0.2% of the 13F portfolio, value $2,019,551.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 3,049 shares
    Change vs previous 13F -314 shares

    0.23% of the 13F portfolio, value $2,239,244.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 3,363 shares
    Change vs previous 13F -10 shares

    0.28% of the 13F portfolio, value $2,482,175.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 3,373 shares
    Change vs previous 13F +178 shares

    0.24% of the 13F portfolio, value $1,943,973.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 3,195 shares
    Change vs previous 13F +20 shares

    0.23% of the 13F portfolio, value $1,870,860.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 3,175 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,817,927.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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