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Ascentis Wealth Management, LLC: META position timeline

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

Ascentis Wealth Management, LLC held 1,508 META shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,508 shares
    Change vs previous 13F -15,610 shares

    0.12% of the 13F portfolio, value $849,448.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 64 shares
    • Ascentis Wealth Management, LLC: 1,444 shares

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

  2. period ended2026-03-31
    13F 17,118 shares
    Change vs previous 13F +6,049 shares

    0.54% of the 13F portfolio, value $9,795,036.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,987 shares
    • Ascentis Wealth Management, LLC: 1,131 shares

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

  3. period ended2025-12-31
    13F 11,069 shares
    Change vs previous 13F +2,130 shares

    0.7% of the 13F portfolio, value $7,307,020.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,160 shares
    • Ascentis Wealth Management, LLC: 909 shares

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

  4. period ended2025-09-30
    13F 8,939 shares
    Change vs previous 13F +747 shares

    0.62% of the 13F portfolio, value $6,565,089.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,044 shares
    • Ascentis Wealth Management, LLC: 895 shares

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

  5. period ended2025-06-30
    13F 8,192 shares
    Change vs previous 13F +1,924 shares

    0.63% of the 13F portfolio, value $6,031,187.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,323 shares
    • Ascentis Wealth Management, LLC: 869 shares

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

  6. period ended2025-03-31
    13F 6,268 shares
    Change vs previous 13F +452 shares

    0.44% of the 13F portfolio, value $3,619,850.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,526 shares
    • Ascentis Wealth Management, LLC: 742 shares

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

  7. period ended2024-12-31
    13F 5,816 shares
    Change vs previous 13F -184 shares

    0.4% of the 13F portfolio, value $3,405,389.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,367 shares
    • Ascentis Wealth Management, LLC: 449 shares

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

  8. period ended2024-09-30
    13F/A 6,000 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,434,568.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,553 shares
    • Ascentis Wealth Management, LLC: 447 shares

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