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Livermore
Livermore
ZHEN

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Sax 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)
8,285
Value
$4.74M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of META by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,285$4.74M0.2%+892+12.1%AddedHolders
Q1 20267,393$4.88M0.2%−626−7.8%ReducedHolders
Q4 20258,019$5.29M0.2%+2,290+40.0%AddedHolders
Q3 20255,729$4.21M0.2%+497+9.5%AddedHolders
Q2 20255,232$3.86M0.2%+226+4.5%AddedHolders
Q1 20255,006$2.89M0.2%+294+6.2%AddedHolders
Q4 20244,712$2.76M0.2%+519+12.4%AddedHolders
Q3 20244,193$2.40M0.2%+663+18.8%AddedHolders
Q2 20243,530$1.78M0.2%+456+14.8%AddedHolders
Q1 20243,074$1.49M0.2%−96−3.0%ReducedHolders
Q4 20233,170$1.12M0.2%+447+16.4%AddedHolders
Q3 20232,723$817.5K0.2%+16+0.6%AddedHolders
Q2 20232,707$777.0K0.2%−207−7.1%ReducedHolders
Q1 20232,914$617.6K0.1%00.0%UnchangedHolders
Q4 20222,914$350.7K0.1%+12+0.4%AddedHolders
Q3 20222,902$394.0K0.1%−33−1.1%ReducedHolders
Q2 20222,935$473.0K0.1%−127−4.1%ReducedHolders
Q1 20223,062$681.0K0.2%−202−6.2%ReducedHolders
Q4 20213,264$1.10M0.2%+1,489+83.9%AddedHolders
Q3 20211,775$602.0K0.1%00.0%UnchangedHolders
Q2 20211,775$617.0K0.2%+50+2.9%AddedHolders
Q1 20211,725$508.0K0.2%––Holders

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