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Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Axim Planning & Wealth, 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)
379
Value
$213.5K
% of portfolio
0.3%
Quarters held
10
Since Q3 2022
Holdings of META by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026379$213.5K0.3%+6+1.6%AddedHolders
Q1 2026373$213.4K0.3%+8+2.2%AddedHolders
Q4 2025365$240.9K0.3%+11+3.1%AddedHolders
Q3 2025354$260.0K0.2%−61−14.7%ReducedHolders
Q2 2025415$306.3K0.3%00.0%UnchangedHolders
Q1 2025415$239.2K0.2%+34+8.9%AddedHolders
Q4 2024381$223.1K0.2%−15−3.8%ReducedHolders
Q3 2024396$226.7K0.3%−7−1.7%ReducedHolders
Q2 2024403$203.2K0.2%+403NewHolders
Q4 20220$00.0%−175−100.0%Sold outHolders
Q3 2022175$24.0K<0.1%+175NewHolders