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Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Monograph 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)
11,077
Value
$6.24M
% of portfolio
0.5%
Quarters held
19
Since Q4 2021
Holdings of META by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,077$6.24M0.5%+123+1.1%AddedHolders
Q1 202610,954$6.27M0.6%−73−0.7%ReducedHolders
Q4 202511,027$7.28M0.7%−489−4.2%ReducedHolders
Q3 202511,516$8.46M0.9%+1,116+10.7%AddedHolders
Q2 202510,400$7.68M0.9%+398+4.0%AddedHolders
Q1 202510,002$5.76M0.8%−1,109−10.0%ReducedHolders
Q4 202411,111$6.51M0.9%+957+9.4%AddedHolders
Q3 202410,154$5.81M0.8%+10.0%AddedHolders
Q2 202410,153$5.12M0.7%00.0%UnchangedHolders
Q1 202410,153$4.93M0.7%−1,877−15.6%ReducedHolders
Q4 202312,030$4.26M0.8%+232+2.0%AddedHolders
Q3 202311,798$3.54M0.7%−2,900−19.7%ReducedHolders
Q2 202314,698$4.22M0.9%00.0%UnchangedHolders
Q1 202314,698$3.12M0.7%+4,497+44.1%AddedHolders
Q4 202210,201$1.23M0.3%−88−0.9%ReducedHolders
Q3 202210,289$1.40M0.5%−4,546−30.6%ReducedHolders
Q2 202214,835$2.39M0.7%−279−1.8%ReducedHolders
Q1 202215,114$3.36M0.8%−1,537−9.2%ReducedHolders
Q4 202116,651$5.60M1.4%–No prior filingHolders