GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by GWM 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 Q2 2026 holdings

Shares (Q2 2026): 422,101
Value: $237.8M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of META by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	422,101	$237.8M	0.7%	+15,070+3.7%	Added	Holders
Q1 2026	407,031	$232.9M	0.8%	−9,639−2.3%	Reduced	Holders
Q4 2025	416,670	$275.0M	1.0%	+182,841+78.2%	Added	Holders
Q3 2025	233,829	$171.7M	0.8%	+16,085+7.4%	Added	Holders
Q2 2025	217,744	$160.7M	0.8%	+14,045+6.9%	Added	Holders
Q1 2025	203,699	$117.4M	0.7%	+8,125+4.2%	Added	Holders
Q4 2024	195,574	$114.5M	0.7%	+26,491+15.7%	Added	Holders
Q3 2024	169,083	$96.8M	0.6%	+18,344+12.2%	Added	Holders
Q2 2024	150,739	$76.0M	0.6%	+28,029+22.8%	Added	Holders
Q1 2024	122,710	$59.6M	0.5%	+11,628+10.5%	Added	Holders
Q4 2023	111,082	$40.4M	0.4%	+19,199+20.9%	Added	Holders
Q3 2023	91,883	$27.6M	0.3%	+12,338+15.5%	Added	Holders
Q2 2023	79,545	$22.8M	0.3%	+15,274+23.8%	Added	Holders
Q1 2023	64,271	$13.9M	0.2%	−5,219−7.5%	Reduced	Holders
Q4 2022	69,490	$3.57M	0.1%	−9,026−11.5%	Reduced	Holders
Q3 2022	78,516	$10.7M	0.2%	−11,042−12.3%	Reduced	Holders
Q2 2022	89,558	$14.4M	0.2%	+457+0.5%	Added	Holders
Q1 2022	89,101	$19.8M	0.3%	+12,676+16.6%	Added	Holders
Q4 2021	76,425	$25.7M	0.4%	+17,546+29.8%	Added	Holders
Q3 2021	58,879	$20.0M	0.5%	+8,394+16.6%	Added	Holders
Q2 2021	50,485	$17.6M	0.5%	+2,745+5.7%	Added	Holders
Q1 2021	47,740	$14.1M	0.4%	–	–	Holders

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