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Livermore
Livermore
ZHEN

REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by REDW Wealth 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)
754
Value
$424.7K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of META by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026754$424.7K0.2%+29+4.0%AddedHolders
Q1 2026725$414.8K0.2%−60−7.6%ReducedHolders
Q4 2025785$518.2K0.2%−5−0.6%ReducedHolders
Q3 2025790$580.2K0.2%+81+11.4%AddedHolders
Q2 2025709$523.3K0.2%+4+0.6%AddedHolders
Q1 2025705$406.3K0.2%−435−38.2%ReducedHolders
Q4 20241,140$667.5K0.2%−150−11.6%ReducedHolders
Q3 20241,290$738.4K0.2%−311−19.4%ReducedHolders
Q2 20241,601$807.3K0.2%+1+0.1%AddedHolders
Q1 20241,600$776.9K0.2%+12+0.8%AddedHolders
Q4 20231,588$562.1K0.2%00.0%UnchangedHolders
Q3 20231,588$476.7K0.1%+5+0.3%AddedHolders
Q2 20231,583$454.3K0.1%+438+38.3%AddedHolders
Q1 20231,145$242.7K0.1%+1,145NewHolders
Q4 20220$00.0%−2,143−100.0%Sold outHolders
Q3 20222,143$291.0K0.1%−319−13.0%ReducedHolders
Q2 20222,462$397.0K0.1%+193+8.5%AddedHolders
Q1 20222,269$505.0K0.1%+100+4.6%AddedHolders
Q4 20212,169$730.0K0.2%−182−7.7%ReducedHolders
Q3 20212,351$798.0K0.3%00.0%UnchangedHolders
Q2 20212,351$817.0K0.3%00.0%UnchangedHolders
Q1 20212,351$692.0K0.2%––Holders

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