Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
META holding history
Meta Platforms, Inc. in every 13F filed by Capital & Planning, 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)
- 7,766
- Value
- $4.37M
- % of portfolio
- 2.3%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,766 | $4.37M | 2.3% | +1,299+20.1% | Added | Holders |
| Q1 2026 | 6,467 | $3.70M | 2.2% | +6,467 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −5,223−100.0% | Sold out | Holders |
| Q3 2025 | 5,223 | $3.84M | 2.4% | +1,000+23.7% | Added | Holders |
| Q2 2025 | 4,223 | $3.12M | 2.1% | +406+10.6% | Added | Holders |
| Q1 2025 | 3,817 | $2.20M | 1.6% | +898+30.8% | Added | Holders |
| Q4 2024 | 2,919 | $1.71M | 1.3% | – | No prior filing | Holders |