META — META PLATFORMS INC

Ownership history in Evergreen Private Wealth LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth 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
0.03% (2025 Q3)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 89 +35 +64.8% 0.03% $65K $733.15
2025 Q2 ADDED 54 +38 +237.5% 0.02% $40K $736.36
2025 Q1 ADDED 16 +1 +6.7% 0.00% $9K $574.57
2024 Q4 UNCHANGED 15 — 0% 0.00% $9K $583.17
2024 Q3 UNCHANGED 15 — 0% 0.00% $9K $569.69
2024 Q2 UNCHANGED 15 — 0% 0.00% $8K $501.32
2024 Q1 INITIATED 15 — — 0.00% $7K —
% 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%
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