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Wealthspire Advisors, LLC: META position timeline

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

Wealthspire Advisors, LLC held 44,939 META shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,939 shares
    Change vs previous 13F +16,011 shares

    0.14% of the 13F portfolio, value $25,313,422.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 28,928 shares
    Change vs previous 13F -19,302 shares

    0.13% of the 13F portfolio, value $16,550,734.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 48,230 shares
    Change vs previous 13F +23,191 shares

    0.25% of the 13F portfolio, value $31,836,140.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 25,039 shares
    Change vs previous 13F -1,802 shares

    0.1% of the 13F portfolio, value $18,388,936.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 26,841 shares
    Change vs previous 13F +2,627 shares

    0.11% of the 13F portfolio, value $19,811,685.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 24,214 shares
    Change vs previous 13F -695 shares

    0.08% of the 13F portfolio, value $13,956,565.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 24,909 shares
    Change vs previous 13F +2,959 shares

    0.14% of the 13F portfolio, value $14,584,644.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 21,950 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,565,150.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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