Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overview All 13F holders of META Full Q2 2026 holdings

Shares (Q2 2026): 71,960
Value: $40.5M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of META by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	71,960	$40.5M	0.4%	−7,066−8.9%	Reduced	Holders
Q1 2026	79,026	$45.2M	0.4%	+19,866+33.6%	Added	Holders
Q4 2025	59,160	$39.1M	0.5%	+29,564+99.9%	Added	Holders
Q3 2025	29,596	$21.7M	0.3%	+1,303+4.6%	Added	Holders
Q2 2025	28,293	$20.9M	0.3%	+3,141+12.5%	Added	Holders
Q1 2025	25,152	$14.5M	0.2%	+896+3.7%	Added	Holders
Q4 2024	24,256	$14.2M	0.2%	−447−1.8%	Reduced	Holders
Q3 2024	24,703	$14.1M	0.2%	+1,087+4.6%	Added	Holders
Q2 2024	23,616	$11.9M	0.2%	+8,335+54.5%	Added	Holders
Q1 2024	15,281	$7.15M	0.4%	−522−3.3%	Reduced	Holders
Q4 2023	15,803	$5.59M	0.3%	+348+2.3%	Added	Holders
Q3 2023	15,455	$4.64M	0.3%	+300+2.0%	Added	Holders
Q2 2023	15,155	$4.35M	0.3%	+3,390+28.8%	Added	Holders
Q1 2023	11,765	$2.49M	0.2%	+3,414+40.9%	Added	Holders
Q4 2022	8,351	$1.00M	0.1%	−7,362−46.9%	Reduced	Holders
Q3 2022	15,713	$2.13M	0.2%	−567−3.5%	Reduced	Holders
Q2 2022	16,280	$2.63M	0.2%	−799−4.7%	Reduced	Holders
Q1 2022	17,079	$3.80M	0.3%	+4,922+40.5%	Added	Holders
Q4 2021	12,157	$4.09M	0.3%	+460+3.9%	Added	Holders
Q3 2021	11,697	$3.97M	0.3%	+444+3.9%	Added	Holders
Q2 2021	11,253	$3.91M	0.3%	+199+1.8%	Added	Holders
Q1 2021	11,054	$3.26M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.