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Livermore
Livermore
ZHEN

Bradley & Co. Private Wealth Management, LLC

SEC CIK
0001861678
Latest filing
Aug 10, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Bradley & Co. Private Wealth Management, 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)
2,516
Value
$1.42M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of META by Bradley & Co. Private Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,516$1.42M0.7%−134−5.1%ReducedHolders
Q1 20262,650$1.52M0.8%−66−2.4%ReducedHolders
Q4 20252,716$1.79M1.0%00.0%UnchangedHolders
Q3 20252,716$1.99M1.1%00.0%UnchangedHolders
Q2 20252,716$2.00M1.2%−100−3.6%ReducedHolders
Q1 20252,816$1.62M1.1%00.0%UnchangedHolders
Q4 20242,816$1.65M1.0%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20242,816$1.42M1.0%00.0%UnchangedHolders
Q1 20242,816$1.37M1.1%00.0%UnchangedHolders
Q4 20232,816$996.8K0.9%00.0%UnchangedHolders
Q3 20232,816$845.4K0.9%−141−4.8%ReducedHolders
Q2 20232,957$848.6K0.8%00.0%UnchangedHolders
Q1 20232,957$626.7K0.7%−522−15.0%ReducedHolders
Q4 20223,479$418.7K0.5%−135−3.7%ReducedHolders
Q3 20223,614$490.0K0.6%−157−4.2%ReducedHolders
Q2 20223,771$608.0K0.7%00.0%UnchangedHolders
Q1 20223,771$839.0K0.7%00.0%UnchangedHolders
Q4 20213,771$1.27M1.0%−104−2.7%ReducedHolders
Q3 20213,875$1.31M1.1%−300−7.2%ReducedHolders
Q2 20214,175$1.45M1.3%−333−7.4%ReducedHolders
Q1 20214,508$1.33M1.2%––Holders

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