Skip to content
Disclosery

Wellment Financial: META position timeline

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

Wellment Financial held 2,934 META shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,934 shares
    Change vs previous 13F -18 shares

    1.88% of the 13F portfolio, value $1,652,517.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 2,952 shares
    Change vs previous 13F -18 shares

    2.09% of the 13F portfolio, value $1,688,688.

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    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 2,970 shares
    Change vs previous 13F +6 shares

    2.3% of the 13F portfolio, value $1,960,793.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    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 2,964 shares
    Change vs previous 13F -9 shares

    2.58% of the 13F portfolio, value $2,177,006.

    13F-HR 0001940000-25-000003 filed by Wellment Financial
    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 2,973 shares
    Change vs previous 13F -42 shares

    2.82% of the 13F portfolio, value $2,194,594.

    13F-HR 0001085146-25-004376 filed by Wellment Financial
    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 3,015 shares
    Change vs previous 13F +114 shares

    2.29% of the 13F portfolio, value $1,737,880.

    13F-HR 0001085146-25-002389 filed by Wellment Financial
    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 2,901 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $1,698,672.

    13F-HR 0001085146-25-000591 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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