META β€” META PLATFORMS INC

Ownership history in ELLERSON GROUP INC /ADV  Β·  1 quarter on record

AI Ownership Summary

ELLERSON GROUP INC /ADV reported META PLATFORMS INC (META) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.13% in 2025 Q3. The latest visible filing shows META at 0.13% 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 ELLERSON GROUP INC /ADV'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 Q3

META was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2025 Q3 to 2025 Q3

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 ELLERSON GROUP INC /ADV held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 284 β€” β€” 0.13% $209K 2025-11-10 $630.71

FAQ About ELLERSON GROUP INC /ADV and META

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

How long has ELLERSON GROUP INC /ADV reported owning META?

ELLERSON GROUP INC /ADV reported META across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported META position in ELLERSON GROUP INC /ADV's portfolio?

The largest reported portfolio weight for META was 0.13% in 2025 Q3.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q3, when ELLERSON GROUP INC /ADV reported 284 shares, equal to 0.13% of portfolio, with an estimated market value of $209K.

What does the chart on this META ownership page compare?

The chart compares ELLERSON GROUP INC /ADV'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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