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Sonoma Private Wealth LLC

SEC CIK
0001965757
Latest filing
Aug 14, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Sonoma Private Wealth 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)
480
Value
$270.4K
% of portfolio
0.3%
Quarters held
5
Since Q2 2025
Holdings of META by Sonoma Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026480$270.4K0.3%00.0%UnchangedHolders
Q1 2026480$274.6K0.3%−53−9.9%ReducedHolders
Q4 2025533$351.8K0.4%+132+32.9%AddedHolders
Q3 2025401$294.5K0.4%00.0%UnchangedHolders
Q2 2025401$296.0K0.4%+401NewHolders