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Disclosery

Waldron Private Wealth LLC: META position timeline

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

Waldron Private Wealth LLC held 16,148 META shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,148 shares
    Change vs previous 13F +58 shares

    0.31% of the 13F portfolio, value $9,096,040.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 16,090 shares
    Change vs previous 13F +489 shares

    0.36% of the 13F portfolio, value $9,206,040.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 15,601 shares
    Change vs previous 13F -930 shares

    0.41% of the 13F portfolio, value $10,298,453.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 16,531 shares
    Change vs previous 13F +616 shares

    0.49% of the 13F portfolio, value $12,140,314.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 15,915 shares
    Change vs previous 13F -14 shares

    0.51% of the 13F portfolio, value $11,746,844.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 15,929 shares
    Change vs previous 13F -11,101 shares

    0.43% of the 13F portfolio, value $9,180,841.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 27,030 shares
    Change vs previous 13F +66 shares

    0.64% of the 13F portfolio, value $15,826,336.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 26,964 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $15,435,272.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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