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Allium Financial Advisors, LLC

SEC CIK
0002067277
Latest filing
Aug 13, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Allium Financial Advisors, 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)
3,757
Value
$2.12M
% of portfolio
1.4%
Quarters held
6
Since Q1 2025
Holdings of META by Allium Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,757$2.12M1.4%+1,643+77.7%AddedHolders
Q1 20262,114$1.21M1.0%−10−0.5%ReducedHolders
Q4 20252,124$1.40M1.1%−81−3.7%ReducedHolders
Q3 20252,205$1.62M1.3%−99−4.3%ReducedHolders
Q2 20252,304$1.70M1.5%−1,848−44.5%ReducedHolders
Q1 20254,152$2.39M2.2%–No prior filingHolders