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Gutierrez Wealth Advisory, LLC

SEC CIK
0001965923
Latest filing
Aug 3, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Gutierrez Wealth Advisory, 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)
4,222
Value
$2.38M
% of portfolio
1.4%
Quarters held
7
Since Q4 2024
Holdings of META by Gutierrez Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,222$2.38M1.4%+10+0.2%AddedHolders
Q1 20264,212$2.41M1.5%−47−1.1%ReducedHolders
Q4 20254,259$2.81M1.8%−96−2.2%ReducedHolders
Q3 20254,355$3.20M2.0%00.0%UnchangedHolders
Q2 20254,355$3.21M2.2%−161−3.6%ReducedHolders
Q1 20254,516$2.60M2.1%+45+1.0%AddedHolders
Q4 20244,471$2.62M2.2%–No prior filingHolders