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Donaldson Capital Management, LLC

SEC CIK
0001487438
Latest filing
Aug 5, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Donaldson Capital Management, 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)
18,526
Value
$10.4M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of META by Donaldson Capital Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,526$10.4M0.3%+3,265+21.4%AddedHolders
Q1 202615,261$8.73M0.3%+1,494+10.9%AddedHolders
Q4 202513,767$9.09M0.3%+3,996+40.9%AddedHolders
Q3 20259,771$7.18M0.2%+2,946+43.2%AddedHolders
Q2 20256,825$5.04M0.2%+674+11.0%AddedHolders
Q1 20256,151$3.54M0.1%+184+3.1%AddedHolders
Q4 20245,967$3.49M0.1%+209+3.6%AddedHolders
Q3 20245,758$3.30M0.1%+372+6.9%AddedHolders
Q2 20245,386$2.72M0.1%+819+17.9%AddedHolders
Q1 20244,567$2.22M0.1%−428−8.6%ReducedHolders
Q4 20234,995$1.77M0.1%−1,423−22.2%ReducedHolders
Q3 20236,418$1.93M0.1%−160−2.4%ReducedHolders
Q2 20236,578$1.89M0.1%−918−12.2%ReducedHolders
Q1 20237,496$1.59M0.1%+5,584+292.1%AddedHolders
Q4 20221,912$230.1K<0.1%−34−1.7%ReducedHolders
Q3 20221,946$264.0K<0.1%−6,393−76.7%ReducedHolders
Q2 20228,339$1.34M0.1%−339−3.9%ReducedHolders
Q1 20228,678$1.93M0.1%+2,969+52.0%AddedHolders
Q4 20215,709$1.92M0.1%+1,677+41.6%AddedHolders
Q3 20214,032$1.37M0.1%+2,521+166.8%AddedHolders
Q2 20211,511$525.0K<0.1%+271+21.9%AddedHolders
Q1 20211,240$365.0K<0.1%––Holders

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