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Trinity Financial Advisors LLC

SEC CIK
0001809574
Latest filing
Jul 6, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Trinity Financial 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)
765
Value
$430.8K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of META by Trinity Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026765$430.8K0.1%+2+0.3%AddedHolders
Q1 2026763$436.3K0.1%−5−0.7%ReducedHolders
Q4 2025768$506.7K0.1%+31+4.2%AddedHolders
Q3 2025737$541.6K0.2%−144−16.3%ReducedHolders
Q2 2025881$650.0K0.2%−425−32.5%ReducedHolders
Q1 20251,306$694.0K0.3%+191+17.1%AddedHolders
Q4 20241,115$668.3K0.3%+10+0.9%AddedHolders
Q3 20241,105$566.3K0.3%00.0%UnchangedHolders
Q2 20241,105$557.2K0.2%−31−2.7%ReducedHolders
Q1 20241,136$551.7K0.2%00.0%UnchangedHolders
Q4 20231,136$402.1K0.2%−5−0.4%ReducedHolders
Q3 20231,141$342.5K0.2%−174−13.2%ReducedHolders
Q2 20231,315$377.4K0.2%+1,315NewHolders