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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Liberty 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)
4,537
Value
$2.60M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of META by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,537$2.60M0.3%00.0%UnchangedHolders
Q1 20264,537$2.60M0.3%+353+8.4%AddedHolders
Q4 20254,184$2.76M0.4%−63−1.5%ReducedHolders
Q3 20254,247$3.13M0.4%−519−10.9%ReducedHolders
Q2 20254,766$3.52M0.6%+319+7.2%AddedHolders
Q1 20254,447$2.56M0.5%+84+1.9%AddedHolders
Q4 20244,363$2.55M0.4%−92−2.1%ReducedHolders
Q3 20244,455$2.55M0.4%−56,238−92.7%ReducedHolders
Q2 202460,693$2.18M0.4%+56,476+1,339.2%AddedHolders
Q1 20244,217$2.05M0.4%−296−6.6%ReducedHolders
Q4 20234,513$1.60M0.3%+179+4.1%AddedHolders
Q3 20234,334$1.30M0.3%−683−13.6%ReducedHolders
Q2 20235,017$1.44M0.4%+160+3.3%AddedHolders
Q1 20234,857$1.03M0.2%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20224,634$628.0K0.2%+344+8.0%AddedHolders
Q2 20224,290$695.0K0.3%+138+3.3%AddedHolders
Q1 20224,152$930.0K0.3%+395+10.5%AddedHolders
Q4 20213,757$1.26M0.5%−47−1.2%ReducedHolders
Q3 20213,804$1.28M0.5%+849+28.7%AddedHolders
Q2 20212,955$1.03M0.4%+245+9.0%AddedHolders
Q1 20212,710$710.0K0.3%––Holders

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