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Focus Partners Wealth: META position timeline

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

Focus Partners Wealth held 1,158,462 META shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,158,462 shares
    Change vs previous 13F -76,492 shares

    0.59% of the 13F portfolio, value $651,007,971.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,124,479 shares
    • Focus Partners Advisor Solutions, LLC: 33,983 shares

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

  2. period ended2026-03-31
    13F 1,234,954 shares
    Change vs previous 13F -17,128 shares

    0.71% of the 13F portfolio, value $709,959,782.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,198,867 shares
    • Focus Partners Advisor Solutions, LLC: 36,087 shares

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

  3. period ended2025-12-31
    13F 1,252,082 shares
    Change vs previous 13F +469,721 shares

    0.86% of the 13F portfolio, value $827,839,294.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,219,622 shares
    • Focus Partners Advisor Solutions, LLC: 32,460 shares

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

  4. period ended2025-09-30
    13F 782,361 shares
    Change vs previous 13F +174,162 shares

    0.81% of the 13F portfolio, value $573,060,620.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 745,357 shares
    • Focus Partners Advisor Solutions, LLC: 37,004 shares

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

  5. period ended2025-06-30
    13F 608,199 shares
    Change vs previous 13F +80,990 shares

    0.84% of the 13F portfolio, value $448,893,356.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 581,491 shares
    • Focus Partners Advisor Solutions, LLC: 26,708 shares

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

  6. period ended2025-03-31
    13F/A 527,209 shares
    Change vs previous 13F +1,264 shares

    0.65% of the 13F portfolio, value $303,594,939.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 497,294 shares
    • Focus Partners Advisor Solutions, LLC: 29,915 shares

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

  7. period ended2024-12-31
    13F/A 525,945 shares
    Change vs previous 13F +282,376 shares

    0.69% of the 13F portfolio, value $307,947,922.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 498,268 shares
    • Focus Partners Advisor Solutions, LLC: 27,677 shares

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

  8. period ended2024-09-30
    13F 243,569 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $139,060,627.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 227,470 shares
    • Focus Partners Advisor Solutions, LLC: 16,099 shares

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