Institute for Wealth Management, LLC.

SEC CIK: 0001533954
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Institute for Wealth Management, 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): 25,278
Value: $14.2M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of META by Institute for Wealth Management, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,278	$14.2M	1.3%	+5,452+27.5%	Added	Holders
Q1 2026	19,826	$11.3M	1.2%	−28−0.1%	Reduced	Holders
Q4 2025	19,854	$13.1M	1.4%	−286−1.4%	Reduced	Holders
Q3 2025	20,140	$14.8M	1.5%	−401−2.0%	Reduced	Holders
Q2 2025	20,541	$15.2M	1.7%	−18−0.1%	Reduced	Holders
Q1 2025	20,559	$11.8M	1.5%	+318+1.6%	Added	Holders
Q4 2024	20,241	$11.9M	1.5%	−34−0.2%	Reduced	Holders
Q3 2024	20,275	$11.6M	1.5%	−210−1.0%	Reduced	Holders
Q2 2024	20,485	$10.3M	1.4%	+320+1.6%	Added	Holders
Q1 2024	20,165	$9.79M	1.3%	−15−0.1%	Reduced	Holders
Q4 2023	20,180	$7.14M	1.2%	−418−2.0%	Reduced	Holders
Q3 2023	20,598	$6.18M	1.1%	−264−1.3%	Reduced	Holders
Q2 2023	20,862	$5.99M	1.1%	−97−0.5%	Reduced	Holders
Q1 2023	20,959	$4.44M	0.9%	−238−1.1%	Reduced	Holders
Q4 2022	21,197	$2.55M	0.5%	−2,243−9.6%	Reduced	Holders
Q3 2022	23,440	$3.18M	0.7%	−109−0.5%	Reduced	Holders
Q2 2022	23,549	$3.80M	0.8%	+564+2.5%	Added	Holders
Q1 2022	22,985	$5.11M	0.8%	+962+4.4%	Added	Holders
Q4 2021	22,023	$7.41M	1.2%	+133+0.6%	Added	Holders
Q3 2021	21,890	$7.43M	1.3%	+463+2.2%	Added	Holders
Q2 2021	21,427	$7.45M	1.3%	−260−1.2%	Reduced	Holders
Q1 2021	21,687	$6.39M	1.2%	–	–	Holders

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