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Disclosery

WT Wealth Management: META position timeline

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

WT Wealth Management held 10,502 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 10,502 shares
    Change vs previous 13F +2,960 shares

    1.64% of the 13F portfolio, value $5,915,566.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 7,542 shares
    Change vs previous 13F -314 shares

    1.28% of the 13F portfolio, value $4,314,885.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 7,856 shares
    Change vs previous 13F +593 shares

    1.49% of the 13F portfolio, value $5,185,500.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 7,263 shares
    Change vs previous 13F +1,019 shares

    1.54% of the 13F portfolio, value $5,333,966.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 6,244 shares
    Change vs previous 13F +23 shares

    1.37% of the 13F portfolio, value $4,608,946.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 6,221 shares
    Change vs previous 13F -633 shares

    1.16% of the 13F portfolio, value $3,585,318.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 6,854 shares
    Change vs previous 13F +409 shares

    1.26% of the 13F portfolio, value $4,012,803.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 6,445 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,715,465.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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