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Livermore
Livermore
ZHEN

Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Castle 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)
2,692
Value
$1.52M
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of META by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,692$1.52M0.4%+96+3.7%AddedHolders
Q1 20262,596$1.49M0.5%+61+2.4%AddedHolders
Q4 20252,535$1.67M0.6%−15−0.6%ReducedHolders
Q3 20252,550$1.87M0.6%−179−6.6%ReducedHolders
Q2 20252,729$2.01M0.7%+205+8.1%AddedHolders
Q1 20252,524$1.45M0.6%+144+6.1%AddedHolders
Q4 20242,380$1.39M0.5%+216+10.0%AddedHolders
Q3 20242,164$1.24M0.5%+549+34.0%AddedHolders
Q2 20241,615$814.5K0.4%+78+5.1%AddedHolders
Q1 20241,537$746.4K0.4%−550−26.4%ReducedHolders
Q4 20232,087$738.7K0.4%+49+2.4%AddedHolders
Q3 20232,038$611.8K0.4%+166+8.9%AddedHolders
Q2 20231,872$537.2K0.4%−127−6.4%ReducedHolders
Q1 20231,999$423.7K0.3%−204−9.3%ReducedHolders
Q4 20222,203$265.1K0.2%+268+13.9%AddedHolders
Q3 20221,935$263.0K0.2%+60+3.2%AddedHolders
Q2 20221,875$302.0K0.2%–No prior filingHolders