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Livermore
Livermore
ZHEN

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Monticello 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)
2,027
Value
$1.14M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of META by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,027$1.14M0.1%+1,102+119.1%AddedHolders
Q1 2026925$529.2K<0.1%−256−21.7%ReducedHolders
Q4 20251,181$779.6K0.1%+285+31.8%AddedHolders
Q3 2025896$657.9K<0.1%+152+20.4%AddedHolders
Q2 2025744$548.9K<0.1%−150−16.8%ReducedHolders
Q1 2025894$515.5K<0.1%+258+40.6%AddedHolders
Q4 2024636$372.5K<0.1%+209+48.9%AddedHolders
Q3 2024427$244.4K<0.1%−1,218−74.0%ReducedHolders
Q2 20241,645$829.4K0.1%+33+2.0%AddedHolders
Q1 20241,612$782.6K0.1%−1,730−51.8%ReducedHolders
Q4 20233,342$1.18M0.1%−275−7.6%ReducedHolders
Q3 20233,617$1.09M0.1%+555+18.1%AddedHolders
Q2 20233,062$878.8K0.1%−29−0.9%ReducedHolders
Q1 20233,091$372.0K<0.1%00.0%UnchangedHolders
Q4 20223,091$372.0K<0.1%−217−6.6%ReducedHolders
Q3 20223,308$449.0K0.1%−45−1.3%ReducedHolders
Q2 20223,353$541.0K0.1%00.0%UnchangedHolders
Q1 20223,353$746.0K0.1%−147−4.2%ReducedHolders
Q4 20213,500$1.18M0.1%−5−0.1%ReducedHolders
Q3 20213,505$1.19M0.1%00.0%UnchangedHolders
Q2 20213,505$1.22M0.1%+201+6.1%AddedHolders
Q1 20213,304$973.0K0.1%––Holders

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