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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, 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)
1,800
Value
$994.6K
% of portfolio
0.6%
Quarters held
5
Since Q4 2024
Holdings of META by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,800$994.6K0.6%+1+0.1%AddedHolders
Q1 20261,799$1.09M0.8%−6,436−78.2%ReducedHolders
Q4 20258,235$5.11M3.6%+8,235NewHolders
Q2 20250$00.0%−10,449−100.0%Sold outHolders
Q1 202510,449$6.02M6.2%+2,154+26.0%AddedHolders
Q4 20248,295$4.86M4.8%–No prior filingHolders