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1858 Wealth Management, LLC

SEC CIK
0002011812
Latest filing
Nov 14, 2025

META holding history

Meta Platforms, Inc. in every 13F filed by 1858 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 Q3 2025 holdings

Shares (Q3 2025)
6,909
Value
$5.07M
% of portfolio
3.6%
Quarters held
8
Since Q4 2023
Holdings of META by 1858 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20256,909$5.07M3.6%−513−6.9%ReducedHolders
Q2 20257,422$5.48M4.0%+588+8.6%AddedHolders
Q1 20256,834$3.94M3.3%−462−6.3%ReducedHolders
Q4 20247,296$4.27M3.4%+208+2.9%AddedHolders
Q3 20247,088$4.06M3.3%−140−1.9%ReducedHolders
Q2 20247,228$3.64M3.0%−18−0.2%ReducedHolders
Q1 20247,246$2.56M2.4%00.0%UnchangedHolders
Q4 20237,246$2.56M2.4%–No prior filingHolders