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Disclosery

Waterford Advisors, LLC: META position timeline

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

Waterford Advisors, LLC held 598 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 598 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $336,906.

    13F-HR 0001960657-26-000003 filed by Waterford 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 597 shares
    Change vs previous 13F +75 shares

    0.1% of the 13F portfolio, value $320,269.

    13F-HR 0001960657-26-000002 filed by Waterford 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 522 shares
    Change vs previous 13F +63 shares

    0.13% of the 13F portfolio, value $344,621.

    13F-HR 0001960657-26-000001 filed by Waterford 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 459 shares
    Change vs previous 13F -89,084 shares

    0.12% of the 13F portfolio, value $337,080.

    13F-HR 0001960657-25-000007 filed by Waterford 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 89,543 shares
    Change vs previous 13F +89,083 shares

    0.23% of the 13F portfolio, value $562,424.

    13F-HR 0001960657-25-000005 filed by Waterford 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 460 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $265,126.

    13F-HR 0001960657-25-000002 filed by Waterford 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 460 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $269,335.

    13F-HR 0001960657-25-000001 filed by Waterford 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 460 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $263,322.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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