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Affinity Investment Advisors, LLC

SEC CIK
0001520601
Latest filing
Aug 5, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Affinity Investment Advisors, 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)
3,352
Value
$1.89M
% of portfolio
1.0%
Quarters held
14
Since Q1 2023
Holdings of META by Affinity Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,352$1.89M1.0%+66+2.0%AddedHolders
Q1 20263,286$1.88M1.2%+399+13.8%AddedHolders
Q4 20252,887$1.91M1.3%+36+1.3%AddedHolders
Q3 20252,851$2.09M1.4%+59+2.1%AddedHolders
Q2 20252,792$2.06M1.6%−2,244−44.6%ReducedHolders
Q1 20255,036$2.90M2.4%+90+1.8%AddedHolders
Q4 20244,946$2.90M2.4%−682−12.1%ReducedHolders
Q3 20245,628$3.22M2.2%−7−0.1%ReducedHolders
Q2 20245,635$2.84M2.1%−1,125−16.6%ReducedHolders
Q1 20246,760$3.28M2.4%−3,810−36.0%ReducedHolders
Q4 202310,570$3.74M2.5%+2,187+26.1%AddedHolders
Q3 20238,383$2.52M1.6%−63−0.7%ReducedHolders
Q2 20238,446$2.42M1.4%+2,556+43.4%AddedHolders
Q1 20235,890$1.25M0.7%+5,890NewHolders