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Livermore
Livermore
ZHEN

Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

META holding history

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

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
3,184
Value
$1.79M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of META by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,184$1.79M0.1%−983−23.6%ReducedHolders
Q1 20264,167$2.38M0.2%−4,906−54.1%ReducedHolders
Q4 20259,073$5.99M0.4%+20+0.2%AddedHolders
Q3 20259,053$6.65M0.5%+803+9.7%AddedHolders
Q2 20258,250$6.09M0.5%+194+2.4%AddedHolders
Q1 20258,056$4.64M0.4%−2,584−24.3%ReducedHolders
Q4 202410,640$6.23M0.5%+1,018+10.6%AddedHolders
Q3 20249,622$5.51M0.4%+2,454+34.2%AddedHolders
Q2 20247,168$3.61M0.3%+1,771+32.8%AddedHolders
Q1 20245,397$2.62M0.2%−517−8.7%ReducedHolders
Q4 20235,914$2.09M0.2%+3,535+148.6%AddedHolders
Q3 20232,379$714.2K0.1%+115+5.1%AddedHolders
Q2 20232,264$649.7K0.1%00.0%UnchangedHolders
Q1 20232,264$479.8K<0.1%+2,264NewHolders
Q3 20220$00.0%−17,838−100.0%Sold outHolders
Q2 202217,838$2.88M0.3%−12,090−40.4%ReducedHolders
Q1 202229,928$6.66M0.6%−996−3.2%ReducedHolders
Q4 202130,924$10.4M0.9%−2,441−7.3%ReducedHolders
Q3 202133,365$11.3M1.1%+375+1.1%AddedHolders
Q2 202132,990$11.5M1.1%+415+1.3%AddedHolders
Q1 202132,575$9.59M1.0%––Holders

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