LIGHTHOUSE FINANCIAL SERVICES INC /ADV META — META PLATFORMS INC

Ownership history in LIGHTHOUSE FINANCIAL SERVICES INC /ADV  ·  3 quarters on record

AI Ownership Summary

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported META PLATFORMS INC (META) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.7% in 2025 Q4. The latest visible filing shows META at 0.59% 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 LIGHTHOUSE FINANCIAL SERVICES INC /ADV'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 Q2

META was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 LIGHTHOUSE FINANCIAL SERVICES INC /ADV fund profile LIGHTHOUSE FINANCIAL SERVICES INC /ADV full holdings
How LIGHTHOUSE FINANCIAL SERVICES INC /ADV 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,580 +62 +1.4% 0.59% $2.8M 2026-07-16 $664.54
2026 Q1 REDUCED — — — 4,518 -66 -1.4% 0.68% $3.0M 2026-04-15 $670.96
2025 Q4 INITIATED — — — 4,584 — — 0.70% $3.0M 2026-02-03 $690.47

🏢 Other funds also holding META

As of 2026 Q2 — sorted by position size

QVR LLC 3Y 11.71% Div Capital Phoenix Assets Ltd 10.54% PARUS FINANCE (UK) Ltd 3Y 7Y 9.3% TB Alternative Assets Ltd. 3Y 7Y 9.23% HAMILTON CAPITAL PARTNERS, LLC 8.08% FOUNDERS CAPITAL MANAGEMENT, LLC 3Y 7Y 7.78% Maj Invest Holding A/S 3Y 7Y 7.76% Mizuho Markets Cayman LP 3Y 7.37% Hyperion Asset Management Ltd 3Y 7.09% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 6.85%

FAQ About LIGHTHOUSE FINANCIAL SERVICES INC /ADV and META

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

How long has LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported owning META?

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported META across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported META position in LIGHTHOUSE FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for META was 0.70% in 2025 Q4.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q2, when LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported 4,580 shares, equal to 0.59% of portfolio, with an estimated market value of $2.8M.

What does the chart on this META ownership page compare?

The chart compares LIGHTHOUSE FINANCIAL SERVICES INC /ADV'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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