Approach Retirement Advisors, LLC

SEC CIK: 0002106948
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Approach Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overview All 13F holders of META Full Q2 2026 holdings

Shares (Q2 2026): 508
Value: $286.5K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of META by Approach Retirement Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	508	$286.5K	0.2%	−19−3.6%	Reduced	Holders
Q1 2026	527	$301.7K	0.3%	+90+20.6%	Added	Holders
Q4 2025	437	$288.4K	0.2%	–	No prior filing	Holders