META β€” META PLATFORMS INC

Ownership history in Alliance Wealth Advisors, LLC /UT  Β·  6 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported META PLATFORMS INC (META) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.08% in 2025 Q3. The latest visible filing shows META at 0.78% 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 Alliance Wealth Advisors, LLC /UT'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 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 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 Alliance Wealth Advisors, LLC /UT held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,455 -814 -13.0% 0.78% $3.6M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 6,269 +1,489 +31.2% 1.08% $4.6M 2025-11-10 $630.71
2025 Q2 ADDED 4,780 +1,202 +33.6% 0.85% $3.5M 2025-08-14 $780.30
2025 Q1 ADDED 3,578 +1,097 +44.2% 0.54% $2.1M 2025-05-13 $653.99
2024 Q4 ADDED 2,481 +1,519 +157.9% 0.37% $1.5M 2025-01-24 $644.90
2024 Q3 INITIATED 962 β€” β€” 0.14% $551K 2024-11-08 $586.51

FAQ About Alliance Wealth Advisors, LLC /UT and META

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

How long has Alliance Wealth Advisors, LLC /UT reported owning META?

Alliance Wealth Advisors, LLC /UT reported META across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported META position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for META was 1.08% in 2025 Q3.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 5,455 shares, equal to 0.78% of portfolio, with an estimated market value of $3.6M.

What does the chart on this META ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT'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.

← Back to Alliance Wealth Advisors, LLC /UT Holdings