Fortis Capital Advisors, LLC META — META PLATFORMS INC

Ownership history in Fortis Capital Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Fortis Capital Advisors, LLC reported META PLATFORMS INC (META) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.19% in 2024 Q1. The latest visible filing shows META at 1.14% 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 Fortis Capital Advisors, LLC'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 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.19% in 2024 Q1

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.

META stock page Fortis Capital Advisors, LLC fund profile Fortis Capital Advisors, LLC full holdings
How Fortis Capital Advisors, LLC held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 11,670 -309 -2.6% 1.14% $7.7M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED — — — 11,979 +978 +8.9% 1.39% $8.8M 2025-10-31 $647.27
2025 Q2 ADDED — — — 11,001 +84 +0.8% 1.45% $8.1M 2025-07-21 $711.30
2025 Q1 ADDED — — — 10,917 +800 +7.9% 1.28% $6.3M 2025-05-20 $635.12
2024 Q4 REDUCED — — — 10,117 -404 -3.8% 1.80% $5.3M 2025-02-13 $725.65
2024 Q3 REDUCED — — — 10,521 -91 -0.9% 2.01% $6.0M 2024-11-13 $577.22
2024 Q2 REDUCED — — — 10,612 -89 -0.8% 1.93% $5.4M 2024-08-02 $485.33
2024 Q1 ADDED — — — 10,701 +1,307 +13.9% 2.19% $5.2M 2024-05-08 $469.42
2023 Q4 ADDED — — — 9,394 +5,554 +144.6% 1.78% $3.3M 2024-02-12 $465.25
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

TB Alternative Assets Ltd. 3Y 7Y 16.05% QVR LLC 3Y 11.71% Draper Asset Management, LLC 3Y 11.24% HAMILTON CAPITAL PARTNERS, LLC 9.8% Div Capital Phoenix Assets Ltd 9.76% FOUNDERS CAPITAL MANAGEMENT, LLC 3Y 7Y 8.7% BURR FINANCIAL SERVICES, LLC 7.75% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 7.32% BENNETT SELBY INVESTMENTS LP 3Y 7.13% Neumann Advisory Hong Kong Ltd 3Y 7Y 6.95%

FAQ About Fortis Capital Advisors, LLC and META

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

How long has Fortis Capital Advisors, LLC reported owning META?

Fortis Capital Advisors, LLC reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in Fortis Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for META was 2.19% in 2024 Q1.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when Fortis Capital Advisors, LLC reported 11,670 shares, equal to 1.14% of portfolio, with an estimated market value of $7.7M.

What does the chart on this META ownership page compare?

The chart compares Fortis Capital Advisors, LLC'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.

How well did Fortis Capital Advisors, LLC time their META position?

Based on 13F filing dates vs. subsequent META price moves, Fortis Capital Advisors, LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on META relative to SPY over the holding period was +30.8%.

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