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Livermore
Livermore
ZHEN

Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Gradient Capital 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)
6,195
Value
$3.49M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of META by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,195$3.49M0.8%−198−3.1%ReducedHolders
Q1 20266,393$3.66M0.9%−298−4.5%ReducedHolders
Q4 20256,691$4.42M1.1%−55−0.8%ReducedHolders
Q3 20256,746$4.95M1.3%+502+8.0%AddedHolders
Q2 20256,244$4.61M1.4%+130+2.1%AddedHolders
Q1 20256,114$3.52M1.2%−147−2.3%ReducedHolders
Q4 20246,261$3.67M1.2%+108+1.8%AddedHolders
Q3 20246,153$3.52M1.2%−173−2.7%ReducedHolders
Q2 20246,326$3.19M1.1%+201+3.3%AddedHolders
Q1 20246,125$2.97M1.1%+58+1.0%AddedHolders
Q4 20236,067$2.15M0.8%+560+10.2%AddedHolders
Q3 20235,507$1.65M0.7%+40+0.7%AddedHolders
Q2 20235,467$1.57M0.6%−268−4.7%ReducedHolders
Q1 20235,735$1.22M0.5%−50−0.9%ReducedHolders
Q4 20225,785$696.2K0.3%−2,023−25.9%ReducedHolders
Q3 20227,808$1.06M0.5%+552+7.6%AddedHolders
Q2 20227,256$1.17M0.6%−533−6.8%ReducedHolders
Q1 20227,789$1.73M0.7%−847−9.8%ReducedHolders
Q4 20218,636$2.90M1.2%−264−3.0%ReducedHolders
Q3 20218,900$3.02M1.4%+165+1.9%AddedHolders
Q2 20218,735$3.04M1.4%+6+0.1%AddedHolders
Q1 20218,729$2.57M1.4%––Holders

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