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Livermore
Livermore
ZHEN

Smith & Howard Wealth Management, LLC

SEC CIK
0001543991
Latest filing
Aug 3, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Smith & Howard 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 overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
663
Value
$373.5K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of META by Smith & Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026663$373.5K0.1%−12−1.8%ReducedHolders
Q1 2026675$386.2K0.1%+12+1.8%AddedHolders
Q4 2025663$437.6K0.1%−52−7.3%ReducedHolders
Q3 2025715$525.1K0.1%+114+19.0%AddedHolders
Q2 2025601$443.6K0.1%−100−14.3%ReducedHolders
Q1 2025701$404.0K0.1%−31−4.2%ReducedHolders
Q4 2024732$428.6K0.1%−100−12.0%ReducedHolders
Q3 2024832$476.3K0.1%−100−10.7%ReducedHolders
Q2 2024932$469.9K0.1%−2−0.2%ReducedHolders
Q1 2024934$453.5K0.1%00.0%UnchangedHolders
Q4 2023934$330.6K0.1%00.0%UnchangedHolders
Q3 2023934$280.4K0.1%00.0%UnchangedHolders
Q2 2023934$268.0K0.1%−46−4.7%ReducedHolders
Q1 2023980$207.7K0.1%+980NewHolders
Q3 20220$00.0%−1,294−100.0%Sold outHolders
Q2 20221,294$209.0K0.1%+257+24.8%AddedHolders
Q1 20221,037$231.0K0.1%00.0%UnchangedHolders
Q4 20211,037$349.0K0.2%00.0%UnchangedHolders
Q3 20211,037$352.0K0.2%00.0%UnchangedHolders
Q2 20211,037$361.0K0.2%00.0%UnchangedHolders
Q1 20211,037$305.0K0.2%––Holders

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