META — META PLATFORMS INC

Ownership history in Heirloom Wealth Management  ·  7 quarters on record

This page tracks every 13F SEC filing in which Heirloom Wealth Management 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
8.88% (2021 Q4)
Avg. % of fund
4.9%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,986 +7,989 +40.0% 4.27% $18.5M $659.53
2025 Q3 ADDED 19,997 +659 +3.4% 3.55% $14.7M $733.15
2025 Q2 ADDED 19,338 +386 +2.0% 3.77% $14.3M $736.36
2025 Q1 REDUCED 18,952 -20,493 -52.0% 3.13% $10.9M $574.57
2022 Q2 ADDED 39,445 +1,381 +3.6% 5.44% $6.6M $159.99
2022 Q1 ADDED 38,064 +4,524 +13.5% 5.26% $7.6M $220.63
2021 Q4 INITIATED 33,540 — — 8.88% $10.4M $333.73
% 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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