META β€” META PLATFORMS INC

Ownership history in AG Asset Advisory, LLC  Β·  5 quarters on record

AI Ownership Summary

AG Asset Advisory, LLC reported META PLATFORMS INC (META) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 55.4% in 2025 Q2. The latest visible filing shows META at 48.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AG Asset Advisory, LLC's position in META PLATFORMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

META was reported at 48.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
55.4% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AG Asset Advisory, LLC held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 86,242 -110 -0.1% 48.79% $56.9M 2026-02-14 (Est.) $639.22
2025 Q3 REDUCED 86,352 -20 -0.0% 52.61% $63.4M 2025-11-06 $617.91
2025 Q2 REDUCED 86,372 -40 -0.0% 55.40% $63.8M 2025-08-05 $761.67
2025 Q1 REDUCED 86,412 -646 -0.7% 51.09% $49.8M 2025-05-07 $594.95
2024 Q4 INITIATED 87,058 β€” β€” 50.85% $51.0M 2025-03-06 $625.42

FAQ About AG Asset Advisory, LLC and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has AG Asset Advisory, LLC reported owning META?

AG Asset Advisory, LLC reported META across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported META position in AG Asset Advisory, LLC's portfolio?

The largest reported portfolio weight for META was 55.40% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when AG Asset Advisory, LLC reported 86,242 shares, equal to 48.79% of portfolio, with an estimated market value of $56.9M.

What does the chart on this META ownership page compare?

The chart compares AG Asset Advisory, LLC's quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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