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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by RSM US Wealth Management LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
79,853
Value
$45.0M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of META by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202679,853$45.0M0.5%−2,729−3.3%ReducedHolders
Q1 202682,582$47.3M0.6%+1,634+2.0%AddedHolders
Q4 202580,948$53.9M0.7%−2,661−3.2%ReducedHolders
Q3 202583,609$61.4M0.8%−1,054−1.2%ReducedHolders
Q2 202584,663$62.5M0.9%+2,493+3.0%AddedHolders
Q1 202582,170$47.4M0.7%−3,025−3.6%ReducedHolders
Q4 202485,195$50.2M0.7%−3,416−3.9%ReducedHolders
Q3 202488,611$51.1M0.7%+22,916+34.9%AddedHolders
Q2 202465,695$33.1M0.6%+42,848+187.5%AddedHolders
Q1 202422,847$11.1M0.3%+2,848+14.2%AddedHolders
Q4 202319,999$7.08M0.2%+9,081+83.2%AddedHolders
Q3 202310,918$3.28M0.1%+315+3.0%AddedHolders
Q2 202310,603$3.04M0.1%+127+1.2%AddedHolders
Q1 202310,476$2.22M0.1%+7,447+245.9%AddedHolders
Q4 20223,029$367.8K<0.1%+1,231+68.5%AddedHolders
Q3 20221,798$244.0K<0.1%−130−6.7%ReducedHolders
Q2 20221,928$311.0K<0.1%−813−29.7%ReducedHolders
Q1 20222,741$609.0K<0.1%−720−20.8%ReducedHolders
Q4 20213,461$1.16M0.1%+399+13.0%AddedHolders
Q3 20213,062$1.04M0.1%−150−4.7%ReducedHolders
Q2 20213,212$1.12M0.1%+1,091+51.4%AddedHolders
Q1 20212,121$625.0K<0.1%––Holders

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