META META PLATFORMS INC

Ownership history in Brown Shipley& Co Ltd  ·  12 quarters on record

AI Ownership Summary

Brown Shipley& Co Ltd reported META PLATFORMS INC (META) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.07% in 2025 Q3. The latest visible filing shows META at 3.69% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brown Shipley& Co Ltd'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 3.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.07% 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
2023 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 Brown Shipley& Co Ltd held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,439 -54 -0.5% 3.69% $6.9M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 10,493 +4,833 +85.4% 4.07% $7.7M 2025-10-20 $730.95
2025 Q2 ADDED 5,660 +115 +2.1% 2.30% $4.2M 2025-07-18 $702.63
2025 Q1 ADDED 5,545 +211 +4.0% 1.81% $3.2M 2025-05-14 $657.31
2024 Q4 ADDED 5,334 +989 +22.8% 1.55% $3.1M 2025-02-18 $713.51
2024 Q3 REDUCED 4,345 -289 -6.2% 1.22% $2.5M 2024-11-14 $574.39
2024 Q2 REDUCED 4,634 -144 -3.0% 1.05% $2.3M 2024-08-19 $526.24
2024 Q1 REDUCED 4,778 -1,047 -18.0% 0.89% $2.7M 2024-05-14 $468.67
2023 Q4 REDUCED 5,825 -1,612 -21.7% 1.02% $2.1M 2024-03-07 $508.74
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Brown Shipley& Co Ltd and META

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

How long has Brown Shipley& Co Ltd reported owning META?

Brown Shipley& Co Ltd reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in Brown Shipley& Co Ltd's portfolio?

The largest reported portfolio weight for META was 4.07% in 2025 Q3.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when Brown Shipley& Co Ltd reported 10,439 shares, equal to 3.69% of portfolio, with an estimated market value of $6.9M.

What does the chart on this META ownership page compare?

The chart compares Brown Shipley& Co Ltd'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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