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Legacy Wealth Management, LLC

SEC CIK
0002047443
Latest filing
Jul 8, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Legacy 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)
5,496
Value
$3.10M
% of portfolio
0.8%
Quarters held
11
Since Q1 2021
Holdings of META by Legacy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,496$3.10M0.8%+430+8.5%AddedHolders
Q1 20265,066$2.90M0.8%+707+16.2%AddedHolders
Q4 20254,359$2.88M0.8%+178+4.3%AddedHolders
Q3 20254,181$3.07M0.9%−58−1.4%ReducedHolders
Q2 20254,239$3.13M1.0%−862−16.9%ReducedHolders
Q1 20255,101$2.94M1.0%+5,101NewHolders
Q4 20240$00.0%−756−100.0%Sold outHolders
Q3 2024756$433.0K0.2%+756NewHolders
Q1 20220$00.0%−714−100.0%Sold outHolders
Q4 2021714$240.2K0.1%−25−3.4%ReducedHolders
Q3 2021739$250.8K0.1%00.0%UnchangedHolders
Q2 2021739$257.0K0.1%00.0%UnchangedHolders
Q1 2021739$217.7K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.