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Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Heritage Trust Co, 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)
15,583
Value
$8.78M
% of portfolio
0.8%
Quarters held
21
Since Q1 2021
Holdings of META by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,583$8.78M0.8%+127+0.8%AddedHolders
Q1 202615,456$8.84M0.9%−122−0.8%ReducedHolders
Q4 202515,578$10.3M1.0%+228+1.5%AddedHolders
Q3 202515,350$11.3M1.2%+506+3.4%AddedHolders
Q2 202514,844$11.0M1.3%+50+0.3%AddedHolders
Q1 202514,794$8.53M1.0%−17−0.1%ReducedHolders
Q4 202414,811$8.67M1.0%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202414,363$7.24M1.0%+793+5.8%AddedHolders
Q1 202413,570$6.59M0.9%−186−1.4%ReducedHolders
Q4 202313,756$4.87M0.7%+267+2.0%AddedHolders
Q3 202313,489$4.05M0.6%−496−3.5%ReducedHolders
Q2 202313,985$4.01M0.6%+595+4.4%AddedHolders
Q1 202313,390$2.84M0.4%+135+1.0%AddedHolders
Q4 202213,255$1.60M0.3%−2,049−13.4%ReducedHolders
Q3 202215,304$2.08M0.4%+583+4.0%AddedHolders
Q2 202214,721$2.37M0.4%−188−1.3%ReducedHolders
Q1 202214,909$3.32M0.5%−13,152−46.9%ReducedHolders
Q4 202128,061$9.44M1.2%+1,437+5.4%AddedHolders
Q3 202126,624$9.04M1.3%+745+2.9%AddedHolders
Q2 202125,879$9.00M1.3%+1,069+4.3%AddedHolders
Q1 202124,810$7.31M1.1%––Holders

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