Skip to main content

4WEALTH Advisors, Inc.

SEC CIK
0002056676
Latest filing
Jul 17, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by 4WEALTH Advisors, Inc., 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)
2,603
Value
$1.46M
% of portfolio
1.1%
Quarters held
7
Since Q4 2024
Holdings of META by 4WEALTH Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,603$1.46M1.1%+555+27.1%AddedHolders
Q1 20262,048$1.10M0.9%−55−2.6%ReducedHolders
Q4 20252,103$1.39M1.2%+345+19.6%AddedHolders
Q3 20251,758$1.29M1.2%−18−1.0%ReducedHolders
Q2 20251,776$1.31M1.4%+240+15.6%AddedHolders
Q1 20251,536$885.1K1.0%+289+23.2%AddedHolders
Q4 20241,247$730.3K0.7%–No prior filingHolders