META FACEBOOK INC Cl A

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  36 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported FACEBOOK INC Cl A (META) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.88% in 2025 Q2. The latest visible filing shows META at 2.67% 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 MARSHALL & SULLIVAN INC /WA/'s position in FACEBOOK INC Cl A, 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 Q3

META was reported at 2.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.88% 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 Q3

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.

How MARSHALL & SULLIVAN INC /WA/ held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 7,842 -274 -3.4% 2.67% $5.8M 2025-11-14 (Est.) $608.44
2025 Q2 ADDED 8,116 +138 +1.7% 2.88% $6.0M 2025-07-11 $715.83
2025 Q1 REDUCED 7,978 -745 -8.5% 2.33% $4.6M 2025-04-10 $544.59
2024 Q4 REDUCED 8,723 -439 -4.8% 2.50% $5.1M 2025-01-13 $605.90
2024 Q3 REDUCED 9,162 -180 -1.9% 2.52% $5.2M 2024-10-09 $587.68
2024 Q2 REDUCED 9,342 -189 -2.0% 2.35% $4.7M 2024-07-12 $496.00
2024 Q1 REDUCED 9,531 -109 -1.1% 2.29% $4.6M 2024-04-10 $516.33
2023 Q4 ADDED 9,640 +811 +9.2% 1.80% $3.4M 2024-01-11 $366.79
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and META

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning META?

MARSHALL & SULLIVAN INC /WA/ reported META across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported META position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for META was 2.88% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 7,842 shares, equal to 2.67% of portfolio, with an estimated market value of $5.8M.

What does the chart on this META ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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