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Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Peak Planning Group, 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)
971
Value
$546.6K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of META by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026971$546.6K0.1%−111−10.3%ReducedHolders
Q1 20261,082$619.0K0.2%−76−6.6%ReducedHolders
Q4 20251,158$764.1K0.2%+533+85.3%AddedHolders
Q3 2025625$459.3K0.2%+20+3.3%AddedHolders
Q2 2025605$446.8K0.3%+29+5.0%AddedHolders
Q1 2025576$332.1K0.1%+212+58.2%AddedHolders
Q4 2024364$213.2K0.1%+364NewHolders
Q3 20220$00.0%−1,350−100.0%Sold outHolders
Q2 20221,350$217.7K0.2%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20211,849$621.9K0.5%−102−5.2%ReducedHolders
Q3 20211,951$662.1K0.6%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20211,974$581.4K0.6%––Holders

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