META β€” META PLATFORMS INC

Ownership history in Concord Asset Management, LLC/VA  Β·  6 quarters on record

AI Ownership Summary

Concord Asset Management, LLC/VA reported META PLATFORMS INC (META) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.7% in 2024 Q4. The latest visible filing shows META at 1.37% 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 Concord Asset Management, LLC/VA'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 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2024 Q4

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 Concord Asset Management, LLC/VA held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, 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 ADDED 11,995 +793 +7.1% 1.37% $7.9M 2026-02-14 (Est.) $639.22
2025 Q3 REDUCED 11,202 -119 -1.1% 1.49% $8.2M 2025-11-05 $634.89
2025 Q2 REDUCED 11,321 -114 -1.0% 1.26% $8.4M 2025-07-25 $711.01
2025 Q1 REDUCED 11,435 -1,782 -13.5% 1.31% $5.9M 2025-05-02 $595.16
2024 Q4 ADDED 13,217 +12,326 +1383.4% 1.70% $7.7M 2025-01-24 $644.90
2024 Q3 INITIATED 891 β€” β€” 0.20% $300K 2024-11-07 $588.86

FAQ About Concord Asset Management, LLC/VA and META

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

How long has Concord Asset Management, LLC/VA reported owning META?

Concord Asset Management, LLC/VA reported META across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported META position in Concord Asset Management, LLC/VA's portfolio?

The largest reported portfolio weight for META was 1.70% in 2024 Q4.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when Concord Asset Management, LLC/VA reported 11,995 shares, equal to 1.37% of portfolio, with an estimated market value of $7.9M.

What does the chart on this META ownership page compare?

The chart compares Concord Asset Management, LLC/VA'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 Concord Asset Management, LLC/VA Holdings