Wealth Forward, LLC: META position timeline

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

Wealth Forward, LLC held 514 META shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 514 shares
Change vs previous 13F +18 shares
0.14% of the 13F portfolio, value $289,531.
13F-HR 0002012773-26-000003 filed by Wealth Forward, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 496 shares
Change vs previous 13F +6 shares
0.16% of the 13F portfolio, value $283,776.
13F-HR 0002012773-26-000002 filed by Wealth Forward, LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 490 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $323,444.
13F-HR 0002012773-26-000001 filed by Wealth Forward, LLC
Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).