META — META PLATFORMS INC

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in META PLATFORMS INC (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.38% (2025 Q2)
Avg. % of fund
0.95%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,307 +715 +2.4% 0.89% $19.1M $659.53
2025 Q3 ADDED 29,592 +1,247 +4.4% 1.09% $18.9M $733.15
2025 Q2 ADDED 28,345 +1,602 +6.0% 1.38% $22.4M $736.36
2025 Q1 ADDED 26,743 +1,703 +6.8% 1.10% $14.8M $574.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    META price (monthly, adj. close)

Other funds also holding META

As of 2025 Q4 — sorted by position size

Newlands Management Operations LLC 3Y 33.34% GOBI CAPITAL LLC 3Y 7Y 22.47% Concentrum Wealth Management 3Y 7Y 21.77% RV Capital AG 3Y 7Y 20.95% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 20.69% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 20.4% TB Alternative Assets Ltd. 3Y 7Y 18.72% Theleme Partners LLP 3Y 7Y 18.52% Altimeter Capital Management, LP 3Y 7Y 18.28% SP Asset Management LLC 3Y 17.9%
← Back to DIVERSIFY WEALTH MANAGEMENT, LLC Holdings