Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Boston Private Wealth 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): 29,720
Value: $16.7M
% of portfolio: 1.1%
Quarters held: 21; Since Q1 2021

Holdings of META by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,720	$16.7M	1.1%	−1,057−3.4%	Reduced	Holders
Q1 2026	30,777	$17.6M	1.2%	−1,412−4.4%	Reduced	Holders
Q4 2025	32,189	$21.2M	1.3%	−211−0.7%	Reduced	Holders
Q3 2025	32,400	$23.8M	1.3%	−561−1.7%	Reduced	Holders
Q2 2025	32,961	$24.3M	1.3%	−20,568−38.4%	Reduced	Holders
Q1 2025	53,529	$30.9M	1.3%	−886−1.6%	Reduced	Holders
Q4 2024	54,415	$31.9M	0.6%	+54,415	New	Holders
Q3 2024	0	$0	0.0%	−53,803−100.0%	Sold out	Holders
Q2 2024	53,803	$27.1M	0.7%	−787−1.4%	Reduced	Holders
Q1 2024	54,590	$26.5M	0.6%	−14,233−20.7%	Reduced	Holders
Q4 2023	68,823	$24.4M	0.6%	+17,295+33.6%	Added	Holders
Q3 2023	51,528	$15.5M	0.3%	−1,078−2.0%	Reduced	Holders
Q2 2023	52,606	$15.1M	0.3%	−12,403−19.1%	Reduced	Holders
Q1 2023	65,009	$13.8M	0.2%	−10,813−14.3%	Reduced	Holders
Q4 2022	75,822	$9.12M	0.1%	−9,619−11.3%	Reduced	Holders
Q3 2022	85,441	$11.6M	0.2%	+4,958+6.2%	Added	Holders
Q2 2022	80,483	$13.0M	0.2%	−3,003−3.6%	Reduced	Holders
Q1 2022	83,486	$18.6M	0.2%	−7,685−8.4%	Reduced	Holders
Q4 2021	91,171	$30.7M	0.5%	−4,329−4.5%	Reduced	Holders
Q3 2021	95,500	$32.4M	0.4%	+1,233+1.3%	Added	Holders
Q2 2021	94,267	$32.8M	0.4%	+2,351+2.6%	Added	Holders
Q1 2021	91,916	$27.1M	0.4%	–	–	Holders

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