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Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Waterford 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)
598
Value
$336.9K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of META by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026598$336.9K0.1%+1+0.2%AddedHolders
Q1 2026597$320.3K0.1%+75+14.4%AddedHolders
Q4 2025522$344.6K0.1%+63+13.7%AddedHolders
Q3 2025459$337.1K0.1%−89,084−99.5%ReducedHolders
Q2 202589,543$562.4K0.2%+89,083+19,365.9%AddedHolders
Q1 2025460$265.1K0.1%00.0%UnchangedHolders
Q4 2024460$269.3K0.1%00.0%UnchangedHolders
Q3 2024460$263.3K0.1%00.0%UnchangedHolders
Q2 2024460$231.9K0.1%−496−51.9%ReducedHolders
Q1 2024956$464.2K0.2%+190+24.8%AddedHolders
Q4 2023766$271.1K0.1%−45−5.5%ReducedHolders
Q3 2023811$243.5K0.1%+811NewHolders