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Livermore
Livermore
ZHEN

Peterson Wealth Advisors, LLC

SEC CIK
0001713558
Latest filing
Aug 10, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Peterson Wealth Advisors, 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)
990
Value
$557.8K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of META by Peterson Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026990$557.8K0.1%−15−1.5%ReducedHolders
Q1 20261,005$574.7K0.1%+10+1.0%AddedHolders
Q4 2025995$656.6K0.1%−56−5.3%ReducedHolders
Q3 20251,051$749.5K0.1%+40+4.0%AddedHolders
Q2 20251,011$746.5K0.1%00.0%UnchangedHolders
Q1 20251,011$521.8K0.1%−399−28.3%ReducedHolders
Q4 20241,410$852.5K0.2%−42−2.9%ReducedHolders
Q3 20241,452$831.2K0.2%−2−0.1%ReducedHolders
Q2 20241,454$733.0K0.2%−3−0.2%ReducedHolders
Q1 20241,457$707.7K0.2%−11−0.7%ReducedHolders
Q4 20231,468$519.6K0.1%+28+1.9%AddedHolders
Q3 20231,440$432.3K0.1%00.0%UnchangedHolders
Q2 20231,440$411.9K0.1%+1,440NewHolders
Q4 20220$00.0%−1,607−100.0%Sold outHolders
Q3 20221,607$218.0K0.1%+15+0.9%AddedHolders
Q2 20221,592$257.0K0.1%+10+0.6%AddedHolders
Q1 20221,582$352.0K0.1%+687+76.8%AddedHolders
Q4 2021895$301.0K0.1%+100+12.6%AddedHolders
Q3 2021795$270.0K0.1%00.0%UnchangedHolders
Q2 2021795$276.0K0.1%+70+9.7%AddedHolders
Q1 2021725$214.0K0.1%––Holders

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