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DWR Wealth Management, LLC

SEC CIK
0002123012
Latest filing
Jul 7, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by DWR Wealth Management, 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)
528
Value
$297.1K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of META by DWR Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026528$297.1K0.2%+9+1.7%AddedHolders
Q1 2026519$278.4K0.2%+8+1.6%AddedHolders
Q4 2025511$340.3K0.3%–No prior filingHolders