Skip to main content

Financial Perspectives, Inc

SEC CIK
0002003287
Latest filing
Jul 24, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Financial Perspectives, Inc, 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)
5,703
Value
$3.21M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of META by Financial Perspectives, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,703$3.21M0.8%+1,299+29.5%AddedHolders
Q1 20264,404$2.52M0.7%+10.0%AddedHolders
Q4 20254,403$2.91M0.8%−282−6.0%ReducedHolders
Q3 20254,685$3.44M1.0%+206+4.6%AddedHolders
Q2 20254,479$3.31M1.0%+267+6.3%AddedHolders
Q1 20254,212$2.43M0.8%+122+3.0%AddedHolders
Q4 20244,090$2.39M0.8%+140+3.5%AddedHolders
Q3 20243,950$2.26M0.8%+12+0.3%AddedHolders
Q2 20243,938$1.99M0.7%−24−0.6%ReducedHolders
Q1 20243,962$1.92M0.7%−20−0.5%ReducedHolders
Q4 20233,982$1.41M0.6%+5+0.1%AddedHolders
Q3 20233,977$1.19M0.5%−50−1.2%ReducedHolders
Q2 20234,027$1.16M0.5%00.0%UnchangedHolders
Q1 20234,027$853.5K0.4%+403+11.1%AddedHolders
Q4 20223,624$436.1K0.2%−1,272−26.0%ReducedHolders
Q3 20224,896$664.2K0.4%+108+2.3%AddedHolders
Q2 20224,788$772.0K0.4%00.0%UnchangedHolders
Q1 20224,788$1.06M0.5%+378+8.6%AddedHolders
Q4 20214,410$1.48M0.7%00.0%UnchangedHolders
Q3 20214,410$1.50M0.8%00.0%UnchangedHolders
Q2 20214,410$1.53M0.7%−1,254,411−99.6%ReducedHolders
Q1 20211,258,821$4.27K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.