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Livermore
Livermore
ZHEN

Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Quantum Financial 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)
4,743
Value
$2.67M
% of portfolio
0.3%
Quarters held
16
Since Q2 2022
Holdings of META by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,743$2.67M0.3%+343+7.8%AddedHolders
Q1 20264,400$2.52M0.3%−249−5.4%ReducedHolders
Q4 20254,649$3.07M0.3%+1,202+34.9%AddedHolders
Q3 20253,447$2.53M0.3%00.0%UnchangedHolders
Q2 20253,447$2.54M0.3%00.0%UnchangedHolders
Q1 20253,447$1.99M0.3%−17−0.5%ReducedHolders
Q4 20243,464$2.03M0.3%00.0%UnchangedHolders
Q3 20243,464$1.98M0.3%+225+6.9%AddedHolders
Q2 20243,239$1.63M0.3%00.0%UnchangedHolders
Q1 20243,239$1.57M0.3%+904+38.7%AddedHolders
Q4 20232,335$826.6K0.2%+128+5.8%AddedHolders
Q3 20232,207$662.7K0.2%+10+0.5%AddedHolders
Q2 20232,197$630.6K0.2%+84+4.0%AddedHolders
Q1 20232,113$447.9K0.1%+2,113NewHolders
Q4 20220$00.0%−1,522−100.0%Sold outHolders
Q3 20221,522$207.0K0.1%00.0%UnchangedHolders
Q2 20221,522$272.0K0.1%–No prior filingHolders