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Livermore
Livermore
ZHEN

Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Amplius 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)
1,976
Value
$1.11M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of META by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,976$1.11M0.1%+577+41.2%AddedHolders
Q1 20261,399$800.5K0.1%−10−0.7%ReducedHolders
Q4 20251,409$930.1K0.1%−66−4.5%ReducedHolders
Q3 20251,475$1.08M0.1%−1,084−42.4%ReducedHolders
Q2 20252,559$1.89M0.2%+70+2.8%AddedHolders
Q1 20252,489$1.43M0.1%−230−8.5%ReducedHolders
Q4 20242,719$1.59M0.2%+40+1.5%AddedHolders
Q3 20242,679$1.53M0.2%+35+1.3%AddedHolders
Q2 20242,644$1.33M0.1%+17+0.6%AddedHolders
Q1 20242,627$1.28M0.1%−20−0.8%ReducedHolders
Q4 20232,647$936.9K0.1%+188+7.6%AddedHolders
Q3 20232,459$738.2K0.1%−380−13.4%ReducedHolders
Q2 20232,839$814.7K0.1%+143+5.3%AddedHolders
Q1 20232,696$571.4K0.1%−133−4.7%ReducedHolders
Q4 20222,829$340.4K0.1%+88+3.2%AddedHolders
Q3 20222,741$372.0K0.1%−215−7.3%ReducedHolders
Q2 20222,956$476.0K0.1%−102−3.3%ReducedHolders
Q1 20223,058$679.0K0.1%−92−2.9%ReducedHolders
Q4 20213,150$1.06M0.1%–No prior filingHolders