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WMG Financial Advisors, LLC: META position timeline

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

WMG Financial Advisors, LLC held 1,309 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 1,309 shares
    Change vs previous 13F +58 shares

    0.28% of the 13F portfolio, value $737,364.

    13F-HR 0002085853-26-000819 filed by WMG Financial 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 1,251 shares
    Change vs previous 13F +52 shares

    0.3% of the 13F portfolio, value $715,745.

    13F-HR 0002085853-26-000472 filed by WMG Financial 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 1,199 shares
    Change vs previous 13F +71 shares

    0.33% of the 13F portfolio, value $791,453.

    13F-HR 0002085853-26-000115 filed by WMG Financial 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 1,128 shares
    Change vs previous 13F +50 shares

    0.28% of the 13F portfolio, value $828,398.

    13F-HR 0002085853-25-000146 filed by WMG Financial 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 1,078 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $795,670.

    13F-HR 0001667731-25-000945 filed by WMG Financial 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 1,073 shares
    Change vs previous 13F +43 shares

    0.26% of the 13F portfolio, value $618,434.

    13F-HR 0001667731-25-000597 filed by WMG Financial 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 1,030 shares
    Change vs previous 13F +70 shares

    0.26% of the 13F portfolio, value $603,075.

    13F-HR 0001667731-25-000213 filed by WMG Financial 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 960 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $549,543.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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