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Disclosery

VANCE WEALTH, LLC: META position timeline

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

VANCE WEALTH, LLC held 5,233 META shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,233 shares
    Change vs previous 13F +318 shares

    0.66% of the 13F portfolio, value $2,947,928.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 4,915 shares
    Change vs previous 13F +1,271 shares

    0.81% of the 13F portfolio, value $2,811,738.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 3,644 shares
    Change vs previous 13F -115 shares

    0.71% of the 13F portfolio, value $2,405,039.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 3,759 shares
    Change vs previous 13F +199 shares

    0.85% of the 13F portfolio, value $2,760,622.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 3,560 shares
    Change vs previous 13F -68 shares

    0.89% of the 13F portfolio, value $2,627,853.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 3,628 shares
    Change vs previous 13F +408 shares

    0.79% of the 13F portfolio, value $2,091,231.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 3,220 shares
    Change vs previous 13F -194 shares

    0.73% of the 13F portfolio, value $1,885,358.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 3,414 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,954,336.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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