META — FACEBOOK INC CLASS A ** PENDING ENLISTMENT **-- BEST EFFO

Ownership history in Joel Isaacson & Co., LLC  ·  49 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported FACEBOOK INC CLASS A ** PENDING ENLISTMENT **-- BEST EFFO (META) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.4% in 2025 Q2. The latest visible filing shows META at 1.21% 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 Joel Isaacson & Co., LLC's position in FACEBOOK INC CLASS A ** PENDING ENLISTMENT **-- BEST EFFO, 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 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q2

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 Joel Isaacson & Co., LLC fund profile Joel Isaacson & Co., LLC full holdings
How Joel Isaacson & Co., LLC held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 55,738 +3,302 +6.3% 1.21% $36.8M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 52,436 +5,935 +12.8% 1.39% $38.5M 2025-10-30 $665.36
2025 Q2 REDUCED 46,501 -232 -0.5% 1.40% $34.3M 2025-07-23 $711.91
2025 Q1 ADDED 46,733 +285 +0.6% 1.22% $26.9M 2025-04-25 $545.57
2024 Q4 ADDED 46,448 +438 +1.0% 1.23% $27.2M 2025-01-28 $671.64
2024 Q3 ADDED 46,010 +2,360 +5.4% 1.26% $26.3M 2024-10-23 $560.98
2024 Q2 REDUCED 43,650 -25 -0.1% 1.16% $22.0M 2024-07-24 $458.62
2024 Q1 REDUCED 43,675 -1,281 -2.8% 1.16% $21.2M 2024-04-30 $427.27
2023 Q4 REDUCED 44,956 -188 -0.4% 0.98% $15.9M 2024-01-25 $390.12
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding META

As of 2025 Q4 — sorted by position size

AG Asset Advisory, LLC 48.79% Newlands Management Operations LLC 3Y 33.34% Palidye Holdings (Caymans) Ltd 28.93% 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%

FAQ About Joel Isaacson & Co., 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 Joel Isaacson & Co., LLC reported owning META?

Joel Isaacson & Co., LLC reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for META was 1.40% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when Joel Isaacson & Co., LLC reported 55,738 shares, equal to 1.21% of portfolio, with an estimated market value of $36.8M.

What does the chart on this META ownership page compare?

The chart compares Joel Isaacson & Co., 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.

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