Borer Denton & Associates, Inc. META META PLATFORMS INC

Ownership history in Borer Denton & Associates, Inc.  ·  10 quarters on record

AI Ownership Summary

Borer Denton & Associates, Inc. reported META PLATFORMS INC (META) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q2. The latest visible filing shows META at 0.24% 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 Borer Denton & Associates, Inc.'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
2026 Q1

META was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% 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
2023 Q4 to 2026 Q1

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 Borer Denton & Associates, Inc. held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,197 0% 0.24% $685K 2026-05-12 $603.00
2025 Q4 UNCHANGED 1,197 0% 0.27% $790K 2026-02-13 $639.22
2025 Q3 UNCHANGED 1,197 0% 0.29% $879K 2025-10-16 $710.88
2025 Q2 UNCHANGED 1,197 0% 0.31% $883K 2025-08-14 $780.30
2025 Q1 ADDED 1,197 +8 +0.7% 0.24% $690K 2025-05-15 $641.88
2024 Q4 UNCHANGED 1,189 0% 0.24% $696K 2025-02-12 $722.48
2024 Q3 UNCHANGED 1,189 0% 0.23% $681K 2024-11-12 $582.01
2024 Q2 UNCHANGED 1,189 0% 0.22% $600K 2024-08-13 $525.50
2024 Q1 UNCHANGED 1,189 0% 0.20% $577K 2024-04-25 $438.41
2023 Q4 INITIATED 1,189 0.16% $421K 2024-02-14 $469.59

FAQ About Borer Denton & Associates, Inc. and META

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

How long has Borer Denton & Associates, Inc. reported owning META?

Borer Denton & Associates, Inc. reported META across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported META position in Borer Denton & Associates, Inc.'s portfolio?

The largest reported portfolio weight for META was 0.31% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when Borer Denton & Associates, Inc. reported 1,197 shares, equal to 0.24% of portfolio, with an estimated market value of $685K.

What does the chart on this META ownership page compare?

The chart compares Borer Denton & Associates, Inc.'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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