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Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Stonebridge Financial Planning Group, 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)
991
Value
$558.4K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of META by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026991$558.4K0.2%00.0%UnchangedHolders
Q1 2026991$567.1K0.2%−33−3.2%ReducedHolders
Q4 20251,024$676.1K0.2%+12+1.2%AddedHolders
Q3 20251,012$743.4K0.3%−70−6.5%ReducedHolders
Q2 20251,082$798.8K0.3%−67−5.8%ReducedHolders
Q1 20251,149$662.4K0.3%00.0%UnchangedHolders
Q4 20241,149$672.9K0.3%+183+18.9%AddedHolders
Q3 2024966$553.1K0.3%−4−0.4%ReducedHolders
Q2 2024970$489.2K0.2%00.0%UnchangedHolders
Q1 2024970$471.1K0.2%00.0%UnchangedHolders
Q4 2023970$343.4K0.2%−75−7.2%ReducedHolders
Q3 20231,045$313.8K0.2%00.0%UnchangedHolders
Q2 20231,045$300.0K0.2%−14−1.3%ReducedHolders
Q1 20231,059$224.4K0.1%−1,751−62.3%ReducedHolders
Q4 20222,810$338.2K0.2%−2,710−49.1%ReducedHolders
Q3 20225,520$749.0K0.5%−2,680−32.7%ReducedHolders
Q2 20228,200$1.32M0.9%−1,029−11.1%ReducedHolders
Q1 20229,229$2.05M1.1%−706−7.1%ReducedHolders
Q4 20219,935$3.00M1.6%−352−3.4%ReducedHolders
Q3 202110,287$3.41M1.7%−606−5.6%ReducedHolders
Q2 202110,893$3.85M2.0%−156−1.4%ReducedHolders
Q1 202111,049$3.44M2.0%––Holders

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