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Wealth Preservation Advisors, LLC: META position timeline

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

Wealth Preservation Advisors, LLC held 1,391 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 1,391 shares
    Change vs previous 13F -380 shares

    0.45% of the 13F portfolio, value $783,407.

    13F-HR 0001968434-26-000007 filed by Wealth Preservation 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 1,771 shares
    Change vs previous 13F -861 shares

    0.84% of the 13F portfolio, value $1,013,328.

    13F-HR 0001968434-26-000006 filed by Wealth Preservation 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 2,632 shares
    Change vs previous 13F +992 shares

    0.87% of the 13F portfolio, value $1,737,648.

    13F-HR 0001968434-26-000005 filed by Wealth Preservation 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 1,640 shares
    Change vs previous 13F -1,075 shares

    0.7% of the 13F portfolio, value $1,204,273.

    13F-HR 0001968434-25-000005 filed by Wealth Preservation 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 2,715 shares
    Change vs previous 13F +849 shares

    1.24% of the 13F portfolio, value $2,004,230.

    13F-HR 0001968434-25-000003 filed by Wealth Preservation 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 1,866 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,075,482.

    13F-HR 0001968434-25-000002 filed by Wealth Preservation Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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