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MinichMacGregor Wealth Management, LLC

SEC CIK
0001744318
Latest filing
Jul 16, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by MinichMacGregor Wealth Management, 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)
1,228
Value
$692.0K
% of portfolio
0.1%
Quarters held
12
Since Q4 2022
Holdings of META by MinichMacGregor Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,228$692.0K0.1%+163+15.3%AddedHolders
Q1 20261,065$609.6K0.1%−56−5.0%ReducedHolders
Q4 20251,121$740.1K0.1%−386−25.6%ReducedHolders
Q3 20251,507$1.11M0.2%+424+39.2%AddedHolders
Q2 20251,083$799.3K0.2%+202+22.9%AddedHolders
Q1 2025881$507.6K0.1%−254−22.4%ReducedHolders
Q4 20241,135$664.3K0.1%+417+58.1%AddedHolders
Q3 2024718$411.3K0.1%−57−7.4%ReducedHolders
Q2 2024775$391.0K0.1%+40+5.4%AddedHolders
Q1 2024735$361.2K0.1%−2−0.3%ReducedHolders
Q4 2023737$260.9K0.1%+737NewHolders
Q1 20230$00.0%−400−100.0%Sold outHolders
Q4 2022400$48.1K<0.1%+400NewHolders