Truepoint, Inc.

SEC CIK: 0001427748
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Truepoint, Inc., 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): 1,233
Value: $694.5K
% of portfolio: <0.1%
Quarters held: 20; Since Q1 2021

Holdings of META by Truepoint, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,233	$694.5K	<0.1%	+599+94.5%	Added	Holders
Q1 2026	634	$362.7K	<0.1%	−4−0.6%	Reduced	Holders
Q4 2025	638	$421.1K	<0.1%	+66+11.5%	Added	Holders
Q3 2025	572	$420.1K	<0.1%	+7+1.2%	Added	Holders
Q2 2025	565	$417.0K	<0.1%	−56−9.0%	Reduced	Holders
Q1 2025	621	$357.9K	<0.1%	−57−8.4%	Reduced	Holders
Q4 2024	678	$397.0K	<0.1%	−31−4.4%	Reduced	Holders
Q3 2024	709	$405.9K	<0.1%	+709	New	Holders
Q1 2024	0	$0	0.0%	−11,022−100.0%	Sold out	Holders
Q4 2023	11,022	$3.90M	0.1%	−656−5.6%	Reduced	Holders
Q3 2023	11,678	$3.51M	0.1%	+2,721+30.4%	Added	Holders
Q2 2023	8,957	$2.57M	0.1%	−167−1.8%	Reduced	Holders
Q1 2023	9,124	$1.93M	0.1%	−1,663−15.4%	Reduced	Holders
Q4 2022	10,787	$1.30M	<0.1%	+100+0.9%	Added	Holders
Q3 2022	10,687	$1.45M	0.1%	−421−3.8%	Reduced	Holders
Q2 2022	11,108	$1.79M	0.1%	+521+4.9%	Added	Holders
Q1 2022	10,587	$2.35M	0.1%	−185−1.7%	Reduced	Holders
Q4 2021	10,772	$3.62M	0.2%	+61+0.6%	Added	Holders
Q3 2021	10,711	$3.63M	0.2%	−2,459−18.7%	Reduced	Holders
Q2 2021	13,170	$4.58M	0.3%	−284−2.1%	Reduced	Holders
Q1 2021	13,454	$3.96M	0.2%	–	–	Holders

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