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Livermore
Livermore
ZHEN

SWP Financial LLC

SEC CIK
0002014200
Latest filing
Jul 24, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by SWP Financial 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)
1,530
Value
$862.0K
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of META by SWP Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,530$862.0K0.4%+85+5.9%AddedHolders
Q1 20261,445$826.9K0.4%00.0%UnchangedHolders
Q4 20251,445$954.0K0.5%+8+0.6%AddedHolders
Q3 20251,437$1.06M0.5%00.0%UnchangedHolders
Q2 20251,437$1.06M0.6%00.0%UnchangedHolders
Q1 20251,437$828.3K0.5%00.0%UnchangedHolders
Q4 20241,437$841.5K0.5%00.0%UnchangedHolders
Q3 20241,437$822.7K0.5%00.0%UnchangedHolders
Q2 20241,437$724.6K0.5%00.0%UnchangedHolders
Q1 20241,437$697.8K0.5%00.0%UnchangedHolders
Q4 20231,437$508.6K0.4%–No prior filingHolders