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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Measured Wealth Private Client Group, 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)
210
Value
$118.5K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of META by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026210$118.5K<0.1%−1−0.5%ReducedHolders
Q1 2026211$120.9K<0.1%−35−14.2%ReducedHolders
Q4 2025246$162.6K<0.1%−41−14.3%ReducedHolders
Q3 2025287$211.0K0.1%−271−48.6%ReducedHolders
Q2 2025558$412.1K0.1%+558NewHolders
Q3 20240$00.0%−451−100.0%Sold outHolders
Q2 2024451$227.6K0.1%+14+3.2%AddedHolders
Q1 2024437$212.4K0.1%+437NewHolders
Q3 20220$00.0%−2,653−100.0%Sold outHolders
Q2 20222,653$428.0K0.2%+17+0.6%AddedHolders
Q1 20222,636$586.0K0.2%−278−9.5%ReducedHolders
Q4 20212,914$980.0K0.3%−30−1.0%ReducedHolders
Q3 20212,944$999.0K0.4%−53−1.8%ReducedHolders
Q2 20212,997$1.04M0.3%00.0%UnchangedHolders
Q1 20212,997$883.0K0.3%––Holders

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