Bernicke Wealth Management, Ltd.

SEC CIK: 0001569863
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Bernicke Wealth Management, Ltd., 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): 5,225
Value: $2.94M
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of META by Bernicke Wealth Management, Ltd., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,225	$2.94M	0.3%	−129−2.4%	Reduced	Holders
Q1 2026	5,354	$3.06M	0.4%	+30+0.6%	Added	Holders
Q4 2025	5,324	$3.51M	0.5%	–	No prior filing	Holders