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Bell & Brown Wealth Advisors, LLC

SEC CIK
0001725362
Latest filing
Aug 10, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Bell & Brown 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)
16,243
Value
$9.15M
% of portfolio
2.8%
Quarters held
19
Since Q3 2021
Holdings of META by Bell & Brown Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,243$9.15M2.8%+45+0.3%AddedHolders
Q1 202616,198$9.54M3.1%−239−1.5%ReducedHolders
Q4 202516,437$10.9M3.5%−357−2.1%ReducedHolders
Q3 202516,794$12.3M4.0%−247−1.4%ReducedHolders
Q2 202517,041$12.6M4.5%−254−1.5%ReducedHolders
Q1 202517,295$9.97M3.9%−476−2.7%ReducedHolders
Q4 202417,771$10.4M3.9%−120−0.7%ReducedHolders
Q3 202417,891$10.2M4.0%−130−0.7%ReducedHolders
Q2 202418,021$9.09M4.0%+807+4.7%AddedHolders
Q1 202417,214$8.36M3.6%−1,071−5.9%ReducedHolders
Q4 202318,285$6.47M3.0%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202318,815$5.40M2.7%−227−1.2%ReducedHolders
Q1 202319,042$4.04M2.2%−227−1.2%ReducedHolders
Q4 202219,269$2.32M1.3%−2,174−10.1%ReducedHolders
Q3 202221,443$2.91M1.8%+278+1.3%AddedHolders
Q2 202221,165$3.41M1.8%+444+2.1%AddedHolders
Q1 202220,721$4.61M2.1%+1,502+7.8%AddedHolders
Q4 202119,219$4.35M2.1%+1,524+8.6%AddedHolders
Q3 202117,695$6.01M3.2%–No prior filingHolders