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Diversify Wealth Management, LLC

SEC CIK
0002030780
Latest filing
Jul 29, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Diversify 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)
107,048
Value
$63.6M
% of portfolio
1.1%
Quarters held
9
Since Q2 2024
Holdings of META by Diversify Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026107,048$63.6M1.1%+5,218+5.1%AddedHolders
Q1 2026101,830$68.1M1.2%+71,523+236.0%AddedHolders
Q4 202530,307$19.1M0.9%+715+2.4%AddedHolders
Q3 202529,592$18.9M1.1%+1,247+4.4%AddedHolders
Q2 202528,345$22.4M1.4%+1,602+6.0%AddedHolders
Q1 202526,743$14.8M1.1%+1,703+6.8%AddedHolders
Q4 202425,040$15.4M1.2%+11,893+90.5%AddedHolders
Q3 202413,147$7.41M0.7%+8,566+187.0%AddedHolders
Q2 20244,581$2.18M0.3%–No prior filingHolders