Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Capital Planning Advisors, 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 Q1 2026 holdings

Shares (Q1 2026): 13,371
Value: $7.65M
% of portfolio: 1.1%
Quarters held: 21; Since Q1 2021

Holdings of META by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	13,371	$7.65M	1.1%	−263−1.9%	Reduced	Holders
Q4 2025	13,634	$9.00M	1.2%	+431+3.3%	Added	Holders
Q3 2025	13,203	$9.70M	1.3%	+356+2.8%	Added	Holders
Q2 2025	12,847	$9.48M	1.4%	+36+0.3%	Added	Holders
Q1 2025	12,811	$7.38M	1.1%	−157−1.2%	Reduced	Holders
Q4 2024	12,968	$7.59M	1.2%	+378+3.0%	Added	Holders
Q3 2024	12,590	$7.21M	1.1%	−50.0%	Reduced	Holders
Q2 2024	12,595	$6.35M	1.1%	−33−0.3%	Reduced	Holders
Q1 2024	12,628	$6.13M	1.1%	−69−0.5%	Reduced	Holders
Q4 2023	12,697	$4.49M	0.8%	−652−4.9%	Reduced	Holders
Q3 2023	13,349	$4.01M	0.8%	−124−0.9%	Reduced	Holders
Q2 2023	13,473	$3.87M	0.8%	−334−2.4%	Reduced	Holders
Q1 2023	13,807	$2.93M	0.6%	−1,694−10.9%	Reduced	Holders
Q4 2022	15,501	$1.87M	0.4%	−2,035−11.6%	Reduced	Holders
Q3 2022	17,536	$2.38M	0.6%	+143+0.8%	Added	Holders
Q2 2022	17,393	$2.81M	0.7%	−1,636−8.6%	Reduced	Holders
Q1 2022	19,029	$4.23M	0.9%	+266+1.4%	Added	Holders
Q4 2021	18,763	$6.31M	1.2%	+167+0.9%	Added	Holders
Q3 2021	18,596	$6.31M	1.3%	+121+0.7%	Added	Holders
Q2 2021	18,475	$6.42M	1.3%	−1,794−8.9%	Reduced	Holders
Q1 2021	20,269	$5.97M	1.3%	–	–	Holders

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