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Edge Financial Advisors LLC

SEC CIK
0002011402
Latest filing
Jan 28, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Edge Financial Advisors 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 Q4 2025 holdings

Shares (Q4 2025)
383
Value
$515.9K
% of portfolio
0.2%
Quarters held
7
Since Q1 2024
Holdings of META by Edge Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025383$515.9K0.2%+40+11.7%AddedHolders
Q3 2025343$503.4K0.2%+10+3.0%AddedHolders
Q2 2025333$245.2K0.1%−26−7.2%ReducedHolders
Q1 2025359$207.1K0.1%−119−24.9%ReducedHolders
Q4 2024478$280.1K0.3%+44+10.1%AddedHolders
Q3 2024434$248.3K0.2%+434NewHolders
Q2 20240$00.0%−556−100.0%Sold outHolders
Q1 2024556$270.1K0.2%–No prior filingHolders