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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Consilium Wealth Advisory, 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)
6,250
Value
$3.52M
% of portfolio
1.0%
Quarters held
19
Since Q4 2021
Holdings of META by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,250$3.52M1.0%−1,468−19.0%ReducedHolders
Q1 20267,718$4.42M1.5%+664+9.4%AddedHolders
Q4 20257,054$4.66M1.7%+424+6.4%AddedHolders
Q3 20256,630$4.87M1.9%−265−3.8%ReducedHolders
Q2 20256,895$5.09M2.1%+705+11.4%AddedHolders
Q1 20256,190$3.57M1.8%+6+0.1%AddedHolders
Q4 20246,184$3.62M1.7%+563+10.0%AddedHolders
Q3 20245,621$3.22M1.8%+193+3.6%AddedHolders
Q2 20245,428$2.74M1.5%−2,163−28.5%ReducedHolders
Q1 20247,591$3.69M2.1%+532+7.5%AddedHolders
Q4 20237,059$2.50M1.5%+373+5.6%AddedHolders
Q3 20236,686$2.01M1.4%+174+2.7%AddedHolders
Q2 20236,512$1.87M1.3%+2,868+78.7%AddedHolders
Q1 20233,644$772.3K0.7%−103−2.7%ReducedHolders
Q4 20223,747$450.9K0.4%−2,827−43.0%ReducedHolders
Q3 20226,574$892.0K1.0%+51+0.8%AddedHolders
Q2 20226,523$1.05M1.1%−1,029−13.6%ReducedHolders
Q1 20227,552$1.68M1.2%+2,062+37.6%AddedHolders
Q4 20215,490$1.85M1.2%–No prior filingHolders