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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Baron 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)
1,776
Value
$1.00M
% of portfolio
0.3%
Quarters held
14
Since Q1 2023
Holdings of META by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,776$1.00M0.3%−241−11.9%ReducedHolders
Q1 20262,017$1.15M0.3%+449+28.6%AddedHolders
Q4 20251,568$1.03M0.3%−86−5.2%ReducedHolders
Q3 20251,654$1.21M0.4%+82+5.2%AddedHolders
Q2 20251,572$1.16M0.4%+618+64.8%AddedHolders
Q1 2025954$549.6K0.2%+302+46.3%AddedHolders
Q4 2024652$381.5K0.2%+37+6.0%AddedHolders
Q3 2024615$351.8K0.2%+4+0.7%AddedHolders
Q2 2024611$308.3K0.2%+69+12.7%AddedHolders
Q1 2024542$263.2K0.1%−588−52.0%ReducedHolders
Q4 20231,130$399.9K0.2%+10+0.9%AddedHolders
Q3 20231,120$336.1K0.2%−100−8.2%ReducedHolders
Q2 20231,220$350.0K0.2%−205−14.4%ReducedHolders
Q1 20231,425$301.9K0.2%+1,425NewHolders