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Clientfirst Wealth Management, LLC

SEC CIK
0001915494
Latest filing
Jul 30, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Clientfirst 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)
356
Value
$200.5K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of META by Clientfirst Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026356$200.5K0.2%00.0%UnchangedHolders
Q1 2026356$203.7K0.2%00.0%UnchangedHolders
Q4 2025356$235.0K0.2%00.0%UnchangedHolders
Q3 2025356$261.4K0.2%00.0%UnchangedHolders
Q2 2025356$262.8K0.3%00.0%UnchangedHolders
Q1 2025356$205.2K0.2%00.0%UnchangedHolders
Q4 2024356$208.4K0.2%–No prior filingHolders