Edge Wealth Management LLC

SEC CIK: 0001567163
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Edge 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): 815
Value: $459.1K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of META by Edge Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	815	$459.1K	0.1%	00.0%	Unchanged	Holders
Q1 2026	815	$466.3K	0.1%	+158+24.0%	Added	Holders
Q4 2025	657	$433.7K	0.1%	+205+45.4%	Added	Holders
Q3 2025	452	$331.9K	0.1%	00.0%	Unchanged	Holders
Q2 2025	452	$334.2K	0.1%	−250−35.6%	Reduced	Holders
Q1 2025	702	$404.6K	0.1%	+250+55.3%	Added	Holders
Q4 2024	452	$264.7K	0.1%	00.0%	Unchanged	Holders
Q3 2024	452	$258.7K	0.1%	00.0%	Unchanged	Holders
Q2 2024	452	$227.9K	<0.1%	−250−35.6%	Reduced	Holders
Q1 2024	702	$340.9K	0.1%	−28−3.8%	Reduced	Holders
Q4 2023	730	$258.4K	0.1%	+28+4.0%	Added	Holders
Q3 2023	702	$210.7K	<0.1%	−1,000−58.8%	Reduced	Holders
Q2 2023	1,702	$488.4K	0.1%	00.0%	Unchanged	Holders
Q1 2023	1,702	$360.9K	0.1%	−280−14.1%	Reduced	Holders
Q4 2022	1,982	$235.8K	0.1%	+500+33.7%	Added	Holders
Q3 2022	1,482	$204.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	1,482	$239.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	1,482	$330.0K	0.1%	00.0%	Unchanged	Holders
Q4 2021	1,482	$498.0K	0.1%	−10,007−87.1%	Reduced	Holders
Q3 2021	11,489	$3.90M	0.8%	−59−0.5%	Reduced	Holders
Q2 2021	11,548	$4.03M	0.8%	−250−2.1%	Reduced	Holders
Q1 2021	11,798	$3.48M	0.7%	–	–	Holders

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