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Rockline Wealth Management, LLC

SEC CIK
0002005098
Latest filing
Jul 24, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Rockline 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)
32,263
Value
$18.2M
% of portfolio
3.5%
Quarters held
11
Since Q4 2023
Holdings of META by Rockline Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,263$18.2M3.5%−892−2.7%ReducedHolders
Q1 202633,155$19.0M4.1%−223−0.7%ReducedHolders
Q4 202533,378$22.0M4.5%+909+2.8%AddedHolders
Q3 202532,469$23.8M4.9%+1,500+4.8%AddedHolders
Q2 202530,969$22.9M5.4%+1,471+5.0%AddedHolders
Q1 202529,498$17.0M4.7%+7,299+32.9%AddedHolders
Q4 202422,199$13.0M3.5%+1,065+5.0%AddedHolders
Q3 202421,134$12.1M3.4%+1,914+10.0%AddedHolders
Q2 202419,220$9.69M3.0%+4,478+30.4%AddedHolders
Q1 202414,742$7.16M2.5%+904+6.5%AddedHolders
Q4 202313,838$4.90M2.0%–No prior filingHolders