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Livermore
Livermore
ZHEN

Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Greystone Financial 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)
10,051
Value
$5.66M
% of portfolio
1.6%
Quarters held
19
Since Q1 2021
Holdings of META by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,051$5.66M1.6%+4,379+77.2%AddedHolders
Q1 20265,672$3.25M0.9%−5,008−46.9%ReducedHolders
Q4 202510,680$7.05M1.1%+6,444+152.1%AddedHolders
Q3 20254,236$3.11M0.5%−50−1.2%ReducedHolders
Q2 20254,286$3.16M0.5%+325+8.2%AddedHolders
Q1 20253,961$2.28M0.4%+564+16.6%AddedHolders
Q4 20243,397$1.99M0.3%+252+8.0%AddedHolders
Q3 20243,145$1.80M0.3%+190+6.4%AddedHolders
Q2 20242,955$1.49M0.3%+1,342+83.2%AddedHolders
Q1 20241,613$783.2K0.2%+450+38.7%AddedHolders
Q4 20231,163$411.7K0.1%+33+2.9%AddedHolders
Q3 20231,130$339.2K0.1%00.0%UnchangedHolders
Q2 20231,130$324.3K0.1%−46−3.9%ReducedHolders
Q1 20231,176$249.2K0.1%+1,176NewHolders
Q4 20220$00.0%−5,017−100.0%Sold outHolders
Q3 20225,017$681.0K0.2%+281+5.9%AddedHolders
Q2 20224,736$764.0K0.2%+42+0.9%AddedHolders
Q1 20224,694$1.04M0.3%+4,694NewHolders
Q3 20210$00.0%−2,943−100.0%Sold outHolders
Q2 20212,943$1.02M0.3%+121+4.3%AddedHolders
Q1 20212,822$865.0K0.2%––Holders

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