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WorthPointe, LLC

SEC CIK
0001921448
Latest filing
Jul 31, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by WorthPointe, 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)
786
Value
$442.7K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of META by WorthPointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026786$442.7K0.1%−82−9.4%ReducedHolders
Q1 2026868$496.6K0.1%+11+1.3%AddedHolders
Q4 2025857$565.7K0.1%+155+22.1%AddedHolders
Q3 2025702$515.5K0.2%+22+3.2%AddedHolders
Q2 2025680$501.9K0.2%−171−20.1%ReducedHolders
Q1 2025851$490.5K0.2%+21+2.5%AddedHolders
Q4 2024830$486.0K0.2%−4−0.5%ReducedHolders
Q3 2024834$477.4K0.2%+104+14.2%AddedHolders
Q2 2024730$368.1K0.2%+25+3.5%AddedHolders
Q1 2024705$342.3K0.2%−2−0.3%ReducedHolders
Q4 2023707$250.3K0.1%−278−28.2%ReducedHolders
Q3 2023985$295.7K0.2%+985NewHolders