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Livermore
Livermore
ZHEN

Capital Wealth Planning, LLC

SEC CIK
0001566728
Latest filing
Aug 14, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Capital Wealth Planning, 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)
76,940
Value
$43.3M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of META by Capital Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,940$43.3M0.2%−3,020−3.8%ReducedHolders
Q1 202679,960$45.7M0.3%−753,123−90.4%ReducedHolders
Q4 2025833,083$546.3M3.5%+66,974+8.7%AddedHolders
Q3 2025766,109$562.6M4.0%−194,492−20.2%ReducedHolders
Q2 2025960,601$709.0M5.6%+200,167+26.3%AddedHolders
Q1 2025760,434$438.3M3.8%+177,645+30.5%AddedHolders
Q4 2024582,789$341.2M3.2%+192,929+49.5%AddedHolders
Q3 2024389,860$223.2M2.1%+377,888+3,156.4%AddedHolders
Q2 202411,972$6.04M0.1%+330+2.8%AddedHolders
Q1 202411,642$5.65M0.1%−3,172−21.4%ReducedHolders
Q4 202314,814$5.24M0.1%−936−5.9%ReducedHolders
Q3 202315,750$4.73M0.1%+2,599+19.8%AddedHolders
Q2 202313,151$3.77M<0.1%00.0%UnchangedHolders
Q1 202313,151$2.79M<0.1%−4,092−23.7%ReducedHolders
Q4 202217,243$2.08M<0.1%+6,304+57.6%AddedHolders
Q3 202210,939$1.48M<0.1%−585−5.1%ReducedHolders
Q2 202211,524$1.86M<0.1%+4,121+55.7%AddedHolders
Q1 20227,403$1.65M<0.1%−585−7.3%ReducedHolders
Q4 20217,988$2.69M0.1%+352+4.6%AddedHolders
Q3 20217,636$2.59M0.1%−613−7.4%ReducedHolders
Q2 20218,249$2.87M0.1%−19−0.2%ReducedHolders
Q1 20218,268$2.44M0.1%––Holders

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