HERITAGE OAK WEALTH ADVISORS LLC META — META PLATFORMS INC

Ownership history in HERITAGE OAK WEALTH ADVISORS LLC  ·  8 quarters on record

AI Ownership Summary

HERITAGE OAK WEALTH ADVISORS LLC reported META PLATFORMS INC (META) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.01% in 2024 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 HERITAGE OAK WEALTH 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
2026 Q1

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

High-water mark
Peak Conviction
1.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 HERITAGE OAK WEALTH ADVISORS LLC fund profile HERITAGE OAK WEALTH ADVISORS LLC full holdings
How HERITAGE OAK WEALTH 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 693 -135 -16.3% 0.13% $397K 2026-04-24 $675.03
2025 Q4 ADDED — — — 828 +427 +106.5% 0.20% $547K 2026-01-21 $612.44
2025 Q3 REDUCED — — — 401 -5 -1.2% 0.11% $294K 2025-10-20 $730.95
2025 Q2 ADDED — — — 406 +10 +2.5% 0.12% $300K 2025-07-15 $708.73
2025 Q1 UNCHANGED — — — 396 — 0% 0.10% $228K 2025-04-28 $548.03
2024 Q4 REDUCED 89.7% -1.5% ✅ 396 -3,440 -89.7% 0.11% $232K 2025-02-05 $702.05
2024 Q3 ADDED — — — 3,836 +2,919 +318.3% 1.01% $2.2M 2024-10-23 $560.98
2024 Q2 INITIATED — — — 917 — — 0.23% $462K 2024-08-28 $513.81

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

AG Asset Advisory, LLC 40.88% Newlands Management Operations LLC 3Y 36.27% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 23.27% Palidye Holdings (Caymans) Ltd 22.85% GOBI CAPITAL LLC 3Y 7Y 22.34% Soroban Capital Partners LP 3Y 7Y 22.09% RV Capital AG 3Y 7Y 21.77% 3G Capital Partners LP 3Y 7Y 21.32% JAT Capital Mgmt LP 3Y 21.32% Tenzing Global Management, LLC 3Y 7Y 20.17%

FAQ About HERITAGE OAK WEALTH 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 HERITAGE OAK WEALTH ADVISORS LLC reported owning META?

HERITAGE OAK WEALTH ADVISORS LLC reported META across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported META position in HERITAGE OAK WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for META was 1.01% in 2024 Q3.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when HERITAGE OAK WEALTH ADVISORS LLC reported 693 shares, equal to 0.13% of portfolio, with an estimated market value of $397K.

What does the chart on this META ownership page compare?

The chart compares HERITAGE OAK WEALTH 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 HERITAGE OAK WEALTH ADVISORS LLC time their META position?

Based on 13F filing dates vs. subsequent META price moves, HERITAGE OAK WEALTH ADVISORS LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on META relative to SPY over the holding period was +0.4%.

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