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Lodestone Wealth Management LLC

SEC CIK
0001950158
Latest filing
Jul 23, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Lodestone 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)
3,534
Value
$1.99M
% of portfolio
0.7%
Quarters held
9
Since Q4 2022
Holdings of META by Lodestone Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,534$1.99M0.7%−18−0.5%ReducedHolders
Q1 20263,552$2.03M0.8%−19−0.5%ReducedHolders
Q4 20253,571$2.36M1.0%+34+1.0%AddedHolders
Q3 20253,537$2.60M1.2%+55+1.6%AddedHolders
Q2 20253,482$2.57M1.3%+54+1.6%AddedHolders
Q1 20253,428$1.98M1.1%+2+0.1%AddedHolders
Q4 20243,426$2.01M1.0%+3,426NewHolders
Q2 20230$00.0%−3,531−100.0%Sold outHolders
Q1 20233,531$748.4K0.6%00.0%UnchangedHolders
Q4 20223,531$424.9K0.3%–No prior filingHolders