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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Wealth Dimensions Group, Ltd., 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)
2,328
Value
$1.31M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of META by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,328$1.31M0.2%+153+7.0%AddedHolders
Q1 20262,175$1.24M0.2%+11+0.5%AddedHolders
Q4 20252,164$1.43M0.3%+61+2.9%AddedHolders
Q3 20252,103$1.54M0.3%+53+2.6%AddedHolders
Q2 20252,050$1.51M0.3%−105−4.9%ReducedHolders
Q1 20252,155$1.24M0.3%+83+4.0%AddedHolders
Q4 20242,072$1.21M0.3%+522+33.7%AddedHolders
Q3 20241,550$887.5K0.2%+82+5.6%AddedHolders
Q2 20241,468$740.3K0.2%+306+26.3%AddedHolders
Q1 20241,162$564.3K0.2%−79−6.4%ReducedHolders
Q4 20231,241$439.3K0.1%−58−4.5%ReducedHolders
Q3 20231,299$390.0K0.1%+15+1.2%AddedHolders
Q2 20231,284$368.5K0.1%+258+25.1%AddedHolders
Q1 20231,026$217.4K0.1%+1,026NewHolders
Q4 20220$00.0%−1,480−100.0%Sold outHolders
Q3 20221,480$201.0K0.1%−111−7.0%ReducedHolders
Q2 20221,591$257.0K0.1%+25+1.6%AddedHolders
Q1 20221,566$348.0K0.2%+93+6.3%AddedHolders
Q4 20211,473$495.0K0.2%+46+3.2%AddedHolders
Q3 20211,427$484.0K0.3%+361+33.9%AddedHolders
Q2 20211,066$371.0K0.3%−200−15.8%ReducedHolders
Q1 20211,266$373.0K0.3%––Holders

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