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Livermore
Livermore
ZHEN

Dopkins Wealth Management, LLC

SEC CIK
0001904152
Latest filing
Jul 14, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Dopkins 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)
553
Value
$311.5K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of META by Dopkins Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026553$311.5K0.1%−41−6.9%ReducedHolders
Q1 2026594$339.8K0.1%+91+18.1%AddedHolders
Q4 2025503$332.0K0.1%+2+0.4%AddedHolders
Q3 2025501$367.9K0.2%00.0%UnchangedHolders
Q2 2025501$369.8K0.2%00.0%UnchangedHolders
Q1 2025501$288.8K0.1%00.0%UnchangedHolders
Q4 2024501$293.3K0.1%+1+0.2%AddedHolders
Q3 2024500$286.2K0.2%00.0%UnchangedHolders
Q2 2024500$252.1K0.2%00.0%UnchangedHolders
Q1 2024500$242.8K0.1%+500NewHolders