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Napa Wealth Management

SEC CIK
0001602844
Latest filing
Nov 12, 2025

META holding history

Meta Platforms, Inc. in every 13F filed by Napa Wealth Management, 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 Q3 2025 holdings

Shares (Q3 2025)
1,608
Value
$1.18M
% of portfolio
0.6%
Quarters held
8
Since Q4 2023
Holdings of META by Napa Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,608$1.18M0.6%−42−2.5%ReducedHolders
Q2 20251,650$1.22M0.6%+319+24.0%AddedHolders
Q1 20251,331$767.2K0.4%−1,992−59.9%ReducedHolders
Q4 20243,323$1.95M0.8%−4,297−56.4%ReducedHolders
Q3 20247,620$4.36M2.1%+6,038+381.7%AddedHolders
Q2 20241,582$797.7K0.5%+1,049+196.8%AddedHolders
Q1 2024533$258.8K0.1%−133−20.0%ReducedHolders
Q4 2023666$235.7K0.1%–No prior filingHolders